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New Model Adviser Award Winners 2023

We are delighted to announce that Acumen Financial Planning has won the New Model Adviser award (Scotland and Northern Ireland) for the fifth time.

The awards took place last night (9th of February) at the Park Plaza Westminster Bridge, in London, where the financial planning experts were recognised for the impact they have had on clients and communities.

Having competed against a variety of firms across the UK, Acumen Financial Planning was commended by the judges for their willingness to share best practice, client education and recruitment.  They were also praised for their contribution to professional standards, employee development, investment propositions, client service propositions and good use of technology.

Keith Mackie, a Director of Acumen Financial Planning said: “Winning the New Model Adviser award for the fifth time is a huge honour.

“At Acumen Financial Planning we are advocates for financial planning and continue to ensure financial planning advice is accessible to all, be it those beginning their financial planning journey, through to those who are looking to pass on their accumulated wealth to loved ones.

To be able to provide financial education to both clients and local communities is very rewarding.

“I would like to thank all our dedicated team for their commitment, hard work and continued support in providing our clients with a financial planning service of the highest quality.”

 Full details on those shortlisted can be found in this link