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
As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. Below are some key points to consider when planning for the end of Tax Year 2023/2024: Maximise your pension contributions Contributions to your personal
How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards, are these expectations realistic? In a recent article with The
Despite efforts by businesses and governments to tackle the gender pay gap, it remains a significant challenge for women. This is accompanied by other financial barriers such as insufficient maternity cover, childcare costs, and the perception of men as the primary decision-makers in investment matters.
Are you considering selling your business in the near future? Transitioning out of or selling a business can be one of the biggest financial decisions you will encounter and marks a critical transition into the next phase of your life. Effective financial planning plays a
We are delighted to confirm that Glasgow based, Loch Fyne Financial Management is now part of Acumen Financial Planning as of the 1st November 2023, after the acquisition by its’ parent company The Financial Planning Group in 2021. With shared values, dedicated financial specialists and
