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.

Employee Benefits

Our Employee Benefits include Workplace Pensions, Group Risk and Healthcare Benefits

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.

2020 white sm

Is financial independence a resolution for 2020?

Ask our team for more details on working towards your financial goals for 2020 or read how we have helped others.