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. đ Date & Time: Wednesday 16th April 2025 6:30pm đ 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
Our teams at Acumen Financial Planning are holding free, in-person Financial Health Checks in January! These free, no-obligation sessions will give you the opportunity to meet one-on-one with a qualified financial planner. Whether you have a specific question on pensions retirement or perhaps need to
We are delighted to announce that our colleagues at Acumen Financial Planning have been 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 as 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 yearsâ experience in financial services. âWe are delighted
We are delighted to announce that Andrew McRae, an Associate Financial Planner with Acumen Financial Planning based at our office in Westhill, Aberdeenshire has been confirmed by the CII (Chartered Insurance Institute) as the youngest member in Scotland to achieve the prestigious Chartered status. Director
In June 2024, some happy helpers took to Greyhope Bay as part of our continued support with East Grampian Coastal Partnershipâs âTurning the Plastic Tideâ project, collecting 87kg of litter! The initiative also organises public beach cleans throughout the year for those who wish to get involved,