Acumen Financial Planning

 Accreditations and Awards 

New Model Adviser Winner (Scotland & NI) 2021

New Model Adviser Top 100 for 2020

Pension Transfer Gold Standard

Acumen Financial Planning has been awarded the Pension Transfer Gold Standard mark, in accordance with the Personal Finance Society. A guide to this can be found here and further details on our approach to Defined Benefit Pension Advice can be found here.

New Model Adviser Winner (Scotland & NI) 2019

Accredited Firm of the Year 2018

Acumen Financial Planning are delighted to again receive this top award in the UK Financial Planning profession. We are extremely proud of our team for their continued hard work in providing an exemplary service to our clients.

Professional Paraplanner Awards 2018 Highly Commended

New Model Adviser Winner (Scotland & NI) 2018

The team at Acumen Financial Planning were delighted to win this award for the second successive year.

New Model Adviser Winner (Scotland & NI) 2017

CII

CISI

CISI Winner

Track Small

Calling exceptional paraplanners!

We currently have vacancies for paraplanners to join our teams in Aberdeen and Edinburgh. More details can be found here.

The content within this website should not be looked upon as advice or recommendation. Clients should seek appropriate guidance from their financial planner.