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.
We have been providing financial planning services since 2002, with many of our team having worked in financial services for significantly longer, more details of the team can be found here.
We are proud to be one of the few financial planning firms in the country who are an Accredited and Chartered firm, which means we have met strict professional and ethical standards of practice from the CII and the CISI.
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.
Our Vision has evolved from a big idea and a small team to being one of the leading 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. Approachable, Collaborative, Dedicated and Straight forward reflect some of our characteristics of our team, our approach to our work and how we deliver our services to our clients.
However, the most important opinion about our firm is not our own, but yours and that of our clients. 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.