Angela Maher
Business owner and Managing Director at Acumen Financial Partnership Ltd- Claim this Profile
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Bio
Richard Lawson
I have no hesitation in recommending Angela-I have always found her to be honest and persuasive in her requests and it is clear that securing the most preferential position for her clients is paramount. She also maintains a very high level of technical knowledge both in terms of exam achievement and attending many of the workshops we offered to ensure clarity over any advice offered. It is a pleasure to deal with Angela-you always know where you stand.
Sharon Harrison
Angela has a superb breadth and depth of knoweldge but also is extremely customer focused and as a business owner is ideally placed to provide sound financial expertise alongside strategic awareness. I have no hesitation in recommending Angela and know she will add value in any dealings she has with my clients
Richard Lawson
I have no hesitation in recommending Angela-I have always found her to be honest and persuasive in her requests and it is clear that securing the most preferential position for her clients is paramount. She also maintains a very high level of technical knowledge both in terms of exam achievement and attending many of the workshops we offered to ensure clarity over any advice offered. It is a pleasure to deal with Angela-you always know where you stand.
Sharon Harrison
Angela has a superb breadth and depth of knoweldge but also is extremely customer focused and as a business owner is ideally placed to provide sound financial expertise alongside strategic awareness. I have no hesitation in recommending Angela and know she will add value in any dealings she has with my clients
Richard Lawson
I have no hesitation in recommending Angela-I have always found her to be honest and persuasive in her requests and it is clear that securing the most preferential position for her clients is paramount. She also maintains a very high level of technical knowledge both in terms of exam achievement and attending many of the workshops we offered to ensure clarity over any advice offered. It is a pleasure to deal with Angela-you always know where you stand.
Sharon Harrison
Angela has a superb breadth and depth of knoweldge but also is extremely customer focused and as a business owner is ideally placed to provide sound financial expertise alongside strategic awareness. I have no hesitation in recommending Angela and know she will add value in any dealings she has with my clients
Richard Lawson
I have no hesitation in recommending Angela-I have always found her to be honest and persuasive in her requests and it is clear that securing the most preferential position for her clients is paramount. She also maintains a very high level of technical knowledge both in terms of exam achievement and attending many of the workshops we offered to ensure clarity over any advice offered. It is a pleasure to deal with Angela-you always know where you stand.
Sharon Harrison
Angela has a superb breadth and depth of knoweldge but also is extremely customer focused and as a business owner is ideally placed to provide sound financial expertise alongside strategic awareness. I have no hesitation in recommending Angela and know she will add value in any dealings she has with my clients
Experience
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Acumen Financial Partnership Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Business owner and Managing Director
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Feb 2006 - Present
I specialise in tailor made investments, retirement and wealth transfer plans for clients. I am qualified as a Pensions Specialist and regularly advise on Final Salary / Public Sector pension schemes. I do a great deal of work with professional partnerships and owner managed businesses including advising on property purchase via Small Self-Administered Schemes (SASS) and Self Invested Pension Plans (SIPP). I specialise in tailor made investments, retirement and wealth transfer plans for clients. I am qualified as a Pensions Specialist and regularly advise on Final Salary / Public Sector pension schemes. I do a great deal of work with professional partnerships and owner managed businesses including advising on property purchase via Small Self-Administered Schemes (SASS) and Self Invested Pension Plans (SIPP).
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IFA
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1992 - 2006
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Partner
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1989 - 1992
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Financial Services Manager
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1986 - 1989
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Broker Consultant
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1983 - 1986
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Broker Consultant
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1981 - 1983
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Education
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1978 - 1981
University of Liverpool
BA, English
Community
