Acumen Financial Planning

Aberdeen-headquartered Acumen Financial Planning has marked its 21st anniversary with reaching a milestone of over £900 million in funds under management across the Financial Planning Group. The year has also seen the firm welcome sixteen new staff members and several internal promotions,

In light of proposed changes by the Prime Minister, financial planning expert Rhian Morgan delves into the details of the nil-rate bands in the context of inheritance tax. With the Prime Minister proposing changes to inheritance tax and potentially looking at the possibility of abolishing it complet

Isla Leask discusses financial advice for individuals undergoing a divorce, emphasising the importance of financial planning, updating documents, managing debts, prioritising pensions, and seeking guidance to ensure financial stability and independence post-separation. Agreeing to a divorce is one o

Scottish financial planning firm Acumen Financial Planning, based in Aberdeenshire, has expanded its footprint in Western Scotland with a new office in Glasgow's West End. The team, made up of 12 financial planning experts, has made the move to the West End location following significant growth thro

Acumen Financial Planning has won the New Model Adviser award (Scotland and Northern Ireland) for the fifth time. The awards took place last night (9 February) at the Park Plaza Westminster Bridge, in London, where the financial planning experts were recognised for the impact they have had on client

Experts from Acumen Financial Planning went back to school recently to give pupils a math lesson with a difference, aiming to equip the younger generation with financial literacy and money know-how. They gave insights into financial topics from understanding payslips and budgeting, to workplace and

Acumen Financial Planning has been selected as a Citywire New Model Advisor (NMA) Top 100 Firm. Receiving the honour for the sixth consecutive year, the Aberdeenshire based company, which also has offices in Edinburgh, Elgin and Glasgow, received the recognition for making its mark on clients and co

Acumen Financial Planning will offer complimentary consultation surgeries throughout Financial Planning Week (3-9th October). With the cost-of-living skyrocketing across the country, the need for comprehensive, coherent financial planning advice has never been more urgent. This year’s Financia

A one-week work placement has led to a promising career for an Aberdeen trainee, who has become one of the youngest in Scotland to complete their financial diploma. Having joined Acumen Financial Planning from school, Andrew McRae has combined working and studying and recently passed his R02 Level 4

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

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

Scottish financial planning firm Acumen Financial Planning is breaking the stereotypical bias in the financial sector with 83% of females in the company holding a senior position. Despite women being more represented in the financial services, making up 50% of the workforce, research shows only 18%

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

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