Upcoming Dates 20th January 2025 21st January 2025 22nd January 2025 23rd January 2025 What to Expect Time: 12:00 PM – 2:00 PM Format: By appointment only. We can help you: Assess your current pension and investments. Explore retirement strategies tailored to your
If you are considering the best ways to protect your wealth and plan for the future, Director and Certified & Chartered Financial Planner, Rhian Morgan, discusses with The Scotsman the importance of having the right advice, supporting families in developing a strategic and bespoke strategy
Aegon’s research, “The Second 50,” addresses the changing dynamics of life expectancy, with 25% of children born today expected to live to nearly 100. This shift impacts traditional retirement planning, emphasising the need for financial plans that extend to at least age 99. Clients often
Thank you to everyone who joined us for Ready, Set, Retire on Thursday 21st November 2024 at The Bonham Hotel, Edinburgh! The evening, hosted by Financial Planners David Gow and Andrew Sutherland, alongside guest speaker Doran Mitchell from Lindsays, was dedicated to helping you prepare for
Thank you to everyone who joined us for Ready, Set, Retire on Wednesday, 20th of November at Radisson Blu, 301 Argyle Street, Glasgow! The evening, hosted by Financial Planners Laura Crowe, Paul Gillen & Paul Ross, was dedicated to helping you prepare for retirement in a
Thank you to everyone who joined us on Thursday 26th September from 12pm at The Caledonian, Edinburgh to explore the crucial collaboration between legal professionals and financial planners in serving client families effectively. The aim of this lunch & learn is to provide insight and
In July 2024, Laura Crowe was appointed as Director of The Financial Planning Group. Chartered Financial Planner and Regional Manager of our Glasgow office, Laura joined Acumen Financial Planning as Training and Competence Supervisor in 2021 and has over 20 years’ experience in financial services.
We are delighted to announce that Andrew McRae, an Associate Financial Planner based at our office in Westhill, Aberdeenshire has been confirmed by the CII (Chartered Insurance Institute) as the youngest member in Scotland to achieve the prestigious Chartered status. Director Rhian Morgan, commented: “To
Some 18 years ago in 2006, it became Government policy to put a limit on the size of a pension fund an individual could accrue before potentially incurring taxable penalties. This pension fund size limit is known as the pension lifetime allowance (often referred to
