The Acumen promise.
We aim to be the firm you feel comfortable turning to when you need trusted advice and peace of mind.
Our mission and vision.
Our Mission – Acumen Financial Planning
To empower people to make confident financial decisions, providing peace of mind through trusted advice, specialist expertise, and long-term relationships.
Our Vision – Acumen Financial Planning
To be the financial planning firm people feel comfortable turning to throughout life, offering familiar, trusted relationships and exceptional advice without the formality.
Planning with purpose.
At Acumen, we take time to get to know you and explain your options clearly. Whether you’re making decisions for yourself, your family or your business, we bring specialist knowledge and a down-to-earth approach, so you feel comfortable asking questions and confident about your next steps.
That same care shapes the professional standards we uphold. As one of the few financial planning firms in the country to be both Accredited and Chartered, we meet strict professional and ethical standards set out by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
Our core values.
Our values shape how we work, the relationships we build and the care we put into everything we do. They reflect what’s important to us as a business and the experience we want everyone to have when working with Acumen.
Approachable
We believe financial advice should feel comfortable and accessible. We take time to listen, explain things clearly and create an environment where you can ask questions without feeling overwhelmed.
Collaborative
We work together, sharing knowledge and expertise across our teams and with other professionals where needed, to help you make informed decisions that consider the bigger picture.
Dedicated
We're committed to building lasting relationships and providing advice that reflects your individual circumstances. As your needs change, we're here to support you along the way.
Straightforward
We believe in being open, honest and clear. We avoid unnecessary jargon, explain your options in a way that makes sense and help you understand what your decisions could mean for your future.
Our history.
Acumen Financial Planning has been helping clients across the UK since 2002, though many of our team members have worked in financial services for even longer.
As one of the first firms to provide financial planning as a stand-alone professional service in the North East of Scotland, we developed our own in-house cash flow modelling system to show clients how their income, spending and decisions may affect their future finances.
Over time, our business has branched out into areas of specialist expertise including financial advice for medical & dental professionals, younger generations and family wealth planning, as well as personal tax planning and accountancy services.
Acumen Employee Benefits was launched in 2019 and the team draws on extensive experience to help companies large and small to deliver cost-efficient benefits packages that support employees and help businesses attract and retain talent.
As our business grows, we continue to learn and develop new areas of expertise so that we can do even more for our clients and adapt as their needs evolve.
“Financial planning has always been about more than numbers. It’s about understanding people, what matters to them and helping them feel confident about their future. As Acumen has grown, that commitment hasn't changed. We’re proud of the relationships we’ve built over the years and look forward to continuing to support our clients, whatever life brings.”
Keith Mackie
Group Managing Director, Acumen Financial Planning
