Acumen Financial Planning are delighted to be awarded the ‘2025 Citywire, New Model Adviser of the Year Award – Scotland & Northern Ireland Region’ for the seventh time. The Citywire New Model Adviser Awards held annually in London, were presented this year by television presenter
Acumen Financial Planning is starting 2025 with the appointment of Keith Mackie as Group Managing Director. Keith, who has significant experience in banking and financial services, joined Acumen Financial Planning in 2004 and was appointed a director in 2014. On this recent promotion Keith commented.
Join our team at Acumen Financial Planning for an inspiring evening designed to help you plan and prepare for a fulfilling retirement. Whether you have questions about your pension or want to assess if you’re on track for your ideal retirement, this seminar is tailored
Join our team at Acumen Financial Planning for an inspiring evening designed to help you plan and prepare for a fulfilling retirement. Whether you have questions about your pension or want to assess if you’re on track for your ideal retirement, this seminar is tailored
Join our team at Acumen Financial Planning for expert insights into inheritance tax planning, updates, and strategies. 📅 Date & Time: Wednesday 14th May 2025 6:30pm 📍 Location: The Bonham Hotel, 35 Drumsheugh Gardens, Edinburgh Join us for an informative evening dedicated to clarifying inheritance tax
Acumen Financial Planning are celebrating continued success in the last 12 months with team promotions, the addition of 17 new members of staff across the Aberdeen, Glasgow and Edinburgh offices, another award win and the launch of a new service, Family Wealth. One highlight of
Further to the Autumn Budget this week, and as with previous Budgets, the devil is in the detail. From a business and employee benefits point of view, the Autumn Budget brings together some significant changes and looking beyond the headlines, some opportunities to balance the costs
We are delighted to announce that our colleagues at Acumen Financial Planning were awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground, Talbot
In July 2024, Laura Crowe was appointed Director of The Financial Planning Group. Chartered Financial Planner and Regional Manager of our Glasgow office, Laura joined Acumen Financial Planning as Training and Competence Supervisor in 2021 and has over 20 years’ experience in financial services. “We are delighted to welcome Laura
