Acumen Financial Planning

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Despite a challenging year for many, Aberdeenshire-headquartered Acumen Financial Planning has cemented increased growth through the addition of 17 new members of staff across their various offices and companies in the group. The team expansion, which includes paraplanners, financial planners, a com

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Acumen Financial Planning has bolstered its senior team with the promotion of two directors, Rhian Morgan and Kevin Mackenzie. The two directors, both Aberdeen based, have been with Acumen Financial Planning, which is part of the parent group, for 17 and 14 years respectively and have continued to s

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Aberdeen-based Acumen Financial Planning has been named as a Citywire New Model Advisor (NMA) Top 100 Firm for the fifth consecutive year. Acumen Financial Planning was recognised among the best of the financial planning community in the UK by NMA, which scores firms against a rigorous point-scoring

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Acumen Financial Planning managing director Sandy Robertson was awarded the Tony Sellon Good Egg Award at the annual CISI (Chartered Institute for Securities & Investment) awards. The highly regarded accolade is awarded to individuals recognised for making an ongoing substantial contribution to

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