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. Put simply, we provide clients with a clear view, helping to plan their finances so they can achieve their life goals in complete financial security.
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.
Established in 2002, Acumen Financial Planning is one of the few financial planning firms in the country to be an Accredited and Chartered firm, which means we have met strict professional and ethical standards of practice from the CII and the CISI. Our team are experts in their field and more details of the team can be found here.
Our Vision has evolved from a big idea and a small team to be one of the leading award-winning 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.
Selecting a few words to define our ethos is not a simple task. Trusted, Innovative, and Friendly reflect some of our characteristics and how we deliver our services.
However, the most important opinion about our firm is not our own, but yours and that of our clients. And 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.