Acumen Financial Planning Book a meeting ABOUT US OUR TEAM SERVICES CAREERS RESOURCES NEWS & EVENTS CONTACT CLIENT AREA Engaging with a professional firm can sometimes be quite daunting, in particular when it comes to something as personal as finance and money. We take time to understand your requirements and gather the relevant information, staying in touch to refine and update detailed plans as your situation evolves. The aim of our continued support is to help bring your plans to life, so you can have confidence in your financial security, whatever the future may bring. STEP 1. GETTING IN TOUCH Whether you wish to speak with a particular planner or have a general enquiry please call your nearest office or email info@acumenfp.com and our team will be happy to help. Please be aware that our teams operate between the hours of 8.30am and 5pm Monday – Thursday and from 8.30am and 2pm on a Friday. STEP 2. THE INITIAL MEETING All initial meetings are at our cost and are currently available via telephone or online. All face to face meetings at our offices are not currently available. The initial meeting usually lasts an hour and provides the opportunity to discuss particular issues or solutions required, and ask any questions about our team, services, or fees. Depending on your requirements you may be asked to provide relevant paperwork in advance of this meeting. Initial meetings provide all the necessary answers to establish if we can assist you and importantly, that you like our team and feel confident and happy to take things forward. STEP 3. THE PROPOSAL Should you wish to engage in our services, a proposal will be sent to you outlining matters discussed, explaining our services, fees, and next steps. Further to agreement our team will collate the relevant information and work towards creating your report, recommendations, and solutions. STEP 4. THE FOLLOW UP MEETING If you are happy with the proposal, a second meeting will be arranged to run through the details and gather the relevant information in order to take things forward. STEP 5. THE ANNUAL REVIEW From the moment we book you in for your annual planning meeting, we’re hard at work. This starts with the Paraplanners, the team behind the scenes who orchestrates the pre-review process, and their first port of call is to liaise with the Administration team. The team gathers information from the various providers we work with. One of the most important pieces of information is your portfolio performance, and we use this as well as historic plan information to give you a range of long and short-term results during the meeting. The administration team also prepares any paperwork you may be required to complete or sign. Once this has been arranged, it is then returned and passed back to the Paraplanners. At this stage, they’ll complete a pre-meeting spreadsheet, a breakdown of all your finances, from income and expenditure to all your assets and holdings. The next step is getting this to you securely. And that’s where our client portal comes in. We send the spreadsheet along with instructions in advance, to give you time to go over all the information and make any amendments needed. Once you have returned all the documents, the Paraplanner updates the systems, making sure everything we hold on file is correct and up-to-date so the Planner has all the information for the upcoming meeting. We now use this information to create a financial model of your current and future circumstances, again, you will be shown this during your meeting. STEP 6. THE ONGOING RELATIONSHIP We keep in regular contact with all our clients and will meet with clients as often as they need to. 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.