An independent, award-winning Accredited and Chartered Financial Planning firm helping clients achieve their full financial promise. We serve clients across the UK with offices in Aberdeen, Edinburgh, Elgin and Glasgow. Hear from our team. Our team provide advice on the most tax efficient options for your own savings, or for children or grandchildren.
Acumen Financial Planning Ltd hold permission to advise on Pension Transfers and Opt outs, and as such have a comprehensive procedure for doing so. Our team can help you to establish how to pass on your wealth in the most tax-efficient way. Recent changes to pension legislation have resulted in more options and decisions for people than ever before.
Acumen Financial Planning Ltd hold permission to advise on Pension Transfers and Opt outs, and as such have a comprehensive procedure for doing so. Our team can help you to establish how to pass on your wealth in the most tax-efficient way. Recent changes to pension legislation have resulted in more options and decisions for people than ever before.
Services
At Acumen Financial Planning, you will find many factors that set us apart from other firms; our people, processes, values and ethos, all delivered in a professional yet down to earth manner. We have been providing financial planning services since 2002, with many of our team having worked in financial services for significantly longer, more details of the team can be found here.
We offer a comprehensive financial planning service, which includes; Savings & Investments, Pensions & Retirement Planning, Tax & Estate Planning and Auto Enrolment & Workplace Pensions. If you are unsure what financial planning involves, an initial introduction to Financial Planning can be found here.
Financial Planning is a process that everybody should follow in order to get the most out of life and ultimately achieve their full financial promise. Financial Planning is essential if you're going to achieve your goals. By working out what the costs will be and when you will need the money, you can start to plan your finances to work out how to get where you want to be.
Our clients form a broad spectrum of individuals, couples and families who have or continue to work within the medical and legal, education, oil and gas sectors. Many of whom hold senior positions within their chosen profession, are contractors or business owners. While our clients' plans and requirements are unique to them, they all share a need for independent financial expertise.
Our fees reflect the calibre of service provided and are explained in detail at the first appointment. Fees will depend on the services required and no work is carried out without prior consent from the client. Examples of the type of work we provide clients can be found here. All first appointments are at our cost.
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