Our Services 

We offer a comprehensive financial planning service, which includes; Savings & Investments, Pensions & Retirement Planning, Tax & Estate Planning and Auto Enrolment & Workplace Pensions. If you are unsure what financial planning involves, an initial introduction to Financial Planning can be found here.

Firstly, we do a lot of listening; some clients will know exactly what they require when they meet our team, others will have a more general enquiry. For others a life-changing event can prompt them to review their situation and amend their plans for the future.

We provide clear options and assistance to clients who are working towards or at Retirement. We work with families, senior professionals, and business owners through times of success and the more challenging.

We have planners who are qualified financial neutrals who are fully trained in Collaborative Practice, who work with family lawyers and mediators through matters of divorce and separation.

Our Pension Transfer Specialists provide advice to clients on personal pension schemes, final salary schemes, occupational pensions or lifetime allowance matters.

We have significant experience working with senior medical professionals and advising on NHS Pensions, final salary schemes and advice on retirement and investments.

Cash flow forecasting and stress testing scenarios are provided as part of our ongoing service. Through gathering data, analysing, forecasting and reviewing we provide a clear view of any current situation and long term planning to the future, to ensure our clients have sufficient funds to live the life they desire.

We are always on hand to support clients through the planned events in life, and the unexpected. Ultimately we help clients achieve their full financial promise.

20220315 ACUMEN 072

Director Appointment Announcement

The Financial Planning Group continues to strengthen its senior team with its two latest director promotions, Rhian Morgan and Kevin Mackenzie.

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