Acumen Financial Planning Book a meeting ABOUT US OUR TEAM SERVICES CAREERS RESOURCES NEWS & EVENTS CONTACT CLIENT AREA 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. Firstly, we do a lot of listening; some clients will know exactly what they require when they meet our team, others will have a more general enquiry. For others a life-changing event can prompt them to review their situation and amend their plans for the future. We provide clear options and assistance to clients who are working towards or at Retirement. We work with families, senior professionals, and business owners through times of success and the more challenging. We have planners who are qualified financial neutrals who are fully trained in Collaborative Practice, who work with family lawyers and mediators through matters of divorce and separation. Our Pension Transfer Specialists provide advice to clients on personal pension schemes, final salary schemes, occupational pensions or lifetime allowance matters. We have significant experience working with senior medical professionals and advising on NHS Pensions, final salary schemes and advice on retirement and investments. Cash flow forecasting and stress testing scenarios are provided as part of our ongoing service. Through gathering data, analysing, forecasting and reviewing we provide a clear view of any current situation and long term planning to the future, to ensure our clients have sufficient funds to live the life they desire. We are always on hand to support clients through the planned events in life, and the unexpected. Ultimately we help clients achieve their full financial promise. 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.