An independent, award-winning Accredited and Chartered Financial Planning firm helping clients achieve their full financial promise. We serve clients across the UK with offices in Aberdeen, Edinburgh, Elgin and Glasgow. Hear from our team.
Savings & Investments
Our team provide advice on the most tax efficient options for your own savings, or for children or grandchildren.
Pensions & Retirement Planning
Recent changes to pension legislation have resulted in more options and decisions for people than ever before.
Pension Transfer Advice – Our Approach
Acumen Financial Planning Ltd hold permission to advise on Pension Transfers and Opt outs, and as such have a comprehensive procedure for doing so.
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.
Employee Benefits
Our Employee Benefits include Workplace Pensions, Group Risk and Healthcare Benefits
