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Acumen Financial Planning

Architects of Financial Promise

An independent, award-winning Accredited and Chartered Financial Planning firm helping clients achieve their full financial promise. We serve clients across the UK from our offices in Aberdeen, Edinburgh, Elgin and Peterhead.

Financial Planning for Business

Within a business there are many areas where a financial planner can advise and help.

Savings & Investments

Our team provide advice on the most tax efficient options for your own savings, or for children or grandchildren.

Tax planning

The quality of our tax planning advice is a key strength of our business.

Estate planning

Our team can help you to establish how to pass on your wealth in the most tax-efficient way.

What is Financial Planning?

Financial Planning starts by working out what’s most important to you.

Pensions & Retirement Planning

Recent changes to pension legislation have resulted in more options and decisions for people than ever before.

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Top award at New Model Adviser Awards

We are delighted to announce we have won the New Model Adviser Award for Scotland & NI 2019, for the third consecutive year.

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