We are delighted to share the news that Certified Financial Planner Rhian Morgan and Chartered Financial Planner Kevin Mackenzie have been appointed as Directors of Acumen Financial Planning. Following on from their appointment in 2022 to directors of the Financial Planning Group. Rhian and Kevin
“Employees are assets we borrow from society, and from their friends and family. So, prioritising wellbeing isn’t just an option. It’s the right thing to do.” In October 2023, our team at Acumen Employee Benefits held a Business Breakfast in Aberdeen, discussing the latest legislation,
In a recent publication with Scottish Financial News, Rhian Morgan delves into the intricacies of nil-rate bands in the context of recent proposed changes to inheritance tax by the Prime Minister. With considerations of potential abolition, it becomes crucial for individuals and families to understand
Speaking with The Herald in October 2023, George Gray discusses the expansion of Medical & Dental operations with the opening of a new office in Glasgow. Acquired in 2018, Medical & Dental brings two decades of expertise in advising clients within the medical, dental, and
Speaking with The Press & Journal in September 2023, Chartered Financial Planner Paul McCabe suggests that a less transactional approach to financial advice, focusing on long-term and holistic benefits, can significantly enhance clients’ financial well-being. Paul McCabe, a chartered financial planner at Acumen Financial Planning, views
A great day out was had by everyone at the recent Chapelton Bike Ride, where Acumen Financial Planning was one of the sponsors supporting NESS (North East Sensory Services). Recent news coverage of the event can be found in The Scotsman here and Aberdeen Live here. Well done to George
In August 2023, a creative arts session was held in our Aberdeen office with GHAT Director, Sally Thomson. Our team enjoyed a morning of mono printing and felt making! Grampian Hospitals Art Trust (GHAT) is an award-winning charity that exists to enhance the wellbeing of all who
The evolving circumstances of the workforce, including staff turnover and life events, emphasise the need for regular pension updates, and external economic changes and market shifts since 2019 highlight the importance of reviewing the suitability of the default fund. Hear from Andy Eason, Director of
In a publication in The Press & Journal, Chartered Financial Planner Alana Davidson considers the often grey area around money and adult children. A recent study reveals that one in 10 parents has taken on a second job to financially support their children, with 75%
In June 2023, David Gow, Andy Eason and Evan Duffus headed for the greens of Meldrum House Country Hotel & Golf Course to take part in the Grand Slam Rugby Legends Charity Golf Day. Raising money for causes that are offering vital support to Ukraine, the event was hosted by Willie
