Acumen Financial Planning Book a meeting ABOUT US OUR TEAM SERVICES CAREERS RESOURCES NEWS & EVENTS CONTACT CLIENT AREA 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 are proud to be one of the few financial planning firms in the country that are an Accredited and Chartered firm, which means we have met strict professional and ethical standards of practice from the CII and the CISI. Our Mission is to empower clients to confidently achieve their full financial promise by delivering a holistic package of unique professional financial guidance in an accessible and approachable manner. Our Vision has evolved from a big idea and a small team to being one of the leading financial planning firms in the country, an intentional accomplishment. We were one of the first firms to provide financial planning as a stand-alone professional service in the north east of Scotland. We developed our own in-house cash flow modelling, long before off-the-shelf variations were available. It’s in our nature to keep several steps ahead of the trends, evolving and aspiring to be the best we can be, and this is evident in the way we develop our team and deliver our service. Acumen Financial Planning is part ofThe Financial Planning Group, which is home to Acumen Employee Benefits Enrich Tax Consultancy Loch Fyne Financial Management Medical & Dental SpringGen Advice Ltd For more details on The Financial Planning Group, please contact our Marketing Manager in the first instance. Our Values Selecting a few words to define our ethos is not a simple task. Approachable, Collaborative, Dedicated, and Straight forward reflect some of our characteristics of our team, our approach to our work, and how we deliver our services to our clients. However, the most important opinion about our firm is not our own, but yours and that of our clients. The best way to evaluate what we are like and how we can help you is to decide for yourself by meeting the team for an initial meeting About Us What is Financial Planning? Our Services Our Clients Our Fees Accreditations and Awards The AFP Process LATEST NEWS Acumen Financial Planning takes place among top 100 financial planning firms 22 November 2021 Managing Director wins 'Good Egg' CISI award 6 October 2021 Offices open for client meetings! 1 October 2021 CISI’s Financial Planning Week 11 – 15 October 2021. Sign up for free, finance sessions. 22 September 2021 RESOURCE LIBRARY 10 Steps to Protecting Intergenerational Family Wealth The Pandemic and Financial Vulnerability Acumen Employee Benefits Marks World EV Day Is it time to review your employee benefits? What is Employee Financial Wellbeing and Why is it Important? HEAR FROM OUR CLIENTS "The process with AFP was very straightforward. It’s a process I have, and will continue to encourage others to undertake whenever the topic comes up in discussion." John Fowler, October 2021 READ MORE The content within this website should not be looked upon as advice or recommendation. Clients should seek appropriate guidance from their financial planner. Glasgow Tel: 0141 404 1500 info@acumenfp.com Aberdeen Tel: 01224 392 350 Edinburgh Tel: 0131 526 3250 Peterhead Tel: 01224 392 350 Elgin Tel: 01343 233 105 Awards Accreditations & Awards Glossary of Terms Recruitment Regulatory Disclosures Terms & Conditions Privacy Statement Copyright Cookies Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. Please be aware that tax planning and tax advice are not regulated by the Financial Conduct Authority.