News & Events 

East Grampian Coastal Partnership Beach Cleans

July 06, 2021

Acumen Financial Planning and our colleagues took part in some beach cleaning in June & July alongside the EGCP as part of the Turning the Plastic Tide project.

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Daniela Muollo

June 01, 2021

Student placement to full-time employee!

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LIFT-OFF! Aberdeen Senior Phase School Event

May 31, 2021

Acumen Financial Planning give financial education presentation and employees' paths into their roles within the company as part of a careers event held for secondary school pupils across Aberdeen City and Shire.

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Elma Robertson

May 28, 2021

Retirement of a popular face within Acumen Financial Planning, and one of Acumen Financial Planning's longest-standing employees.

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Tosin Ige

April 29, 2021

Successful completion of CII Fellowship.

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Professional Connections Event 01.04.2021

March 21, 2021

Our next online event for professional connections will be held on Thursday 1st April, hosted by Financial Planners Rhian Morgan and Kevin Mackenzie. The first in the series for 2021 will cover Intergenerational Wealth Transfer, Lifetime Allowance, and VCTs. Khalid Khan, Business Development Manager from Octopus Investments will be joining us as a guest speaker.

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SpringGen Advice Launched- Financial Advice for Millennials.

March 16, 2021

Good financial advice is a privilege we all should be able to afford and access. That’s according to Chartered Financial Planner, Jenny Madhoo, who, as part of The Financial Planning Group, has launched an online service for younger adults struggling to access the independent financial support they need.

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Women & Retirement Report

March 08, 2021

The average woman in her twenties will have to work almost 40 years longer than her male counterpart to build up the same pension, according to a report by Scottish Widows.

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New Model Adviser Award success for Acumen Financial Planning

February 12, 2021

We are delighted to announce that Acumen Financial Planning has been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.

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Acumen Financial Planning shortlisted for NMA Awards 2021

January 20, 2021

Acumen Financial Planning shortlisted for New Model Adviser Awards 2021

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Professional Connections Event 10.12.2020

December 03, 2020

We are hosting an online event for our professional connections on Thursday 10th December, hosted by Financial Planners Rhian Morgan and Kevin Mackenzie. The first in the series will include an overview of 2020, developments within Acumen Financial Planning, and special guests Blair Anderson and Adam Ward from Dimensional presenting on ESG.

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Acumen Financial Planning Glasgow

November 12, 2020

We are pleased to announce that as of November 2020, Forty Two Financial Planning has become Acumen Financial Planning, an important development for our brand, clients, and team in Glasgow and the surrounding area.

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Track Small

Calling exceptional paraplanners!

We currently have vacancies for paraplanners to join our teams in Aberdeen and Edinburgh. More details can be found here.