Acumen Financial Planning Book a meeting ABOUT US OUR TEAM SERVICES CAREERS RESOURCES NEWS & EVENTS CONTACT CLIENT AREA Financial planning helps you to fulfil your full financial promise. By considering your current circumstances and financial goals, a financial planner’s job is to guide clients in the financial decisions and commitments they should be making to achieve their goals. What is Financial Planning? Financial planning encompasses many different areas and approaches, depending on each client’s unique circumstances. We can advise you on various aspects of finance, including but not limited to: Savings and Investments Pensions and Retirement Planning Tax Planning Estate Planning Why is Financial Planning Important? Though there is no disputing that there’s more to life than money, we are equally sure that achieving financial milestones for the things that matter requires planning and dedication. Whether you are considering moving to your dream home, planning a pension that allows you to retire early, providing financial assistance to your children or grandchildren as they make their way in the world, setting up your own business or any number of other reasons, financial planning is all about pinpointing what is important to you and planning your finances to achieve your aspirations. When should you start Financial Planning? We believe that financial planning is beneficial for everyone, no matter their stage of life. The best time to start is when you have financial goals you are looking to achieve, and we can help you plan out how to make them happen. What is the Financial Planning Process? Financial planning is a six-step process from you first getting in touch with us to developing an ongoing relationship based on trust. Our mission throughout this process is to effectively match your finances to your goals so that you can have a much clearer view of where you are going in life. We want you to feel in control and have peace of mind, so we take the stress out of financial planning and give you the knowledge you need about how your money will be invested. Financial Planning Fees Your first appointment with a financial planner is free of charge. During this consultation, we’ll look to establish your financial goals and help you decide how financial planning can help you achieve these. Financial planning fees will depend on the services provided. However, we make this clear from the very first meeting. We are always transparent, and we will not carry out work that you have not fully agreed to. If you want to start working toward your financial goals, contact us to consult with one of our financial planners. 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.