Professional Connections Event 01.04.2021
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.
Beanstalk Advice Launched- Financial Advice for Millennials.
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.
Women & Retirement Report
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.
New Model Adviser Award success for Acumen Financial Planning
We are delighted to announce that Acumen Financial Planning has been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.
Acumen Financial Planning shortlisted for NMA Awards 2021
Acumen Financial Planning shortlisted for New Model Adviser Awards 2021
Professional Connections Event 10.12.2020
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.
Acumen Financial Planning Glasgow
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.
Acumen Financial Planning awarded a place in the Top 100
Acumen Financial Planning is delighted to be awarded a place in the New Model Adviser® Top 100 for 2020
Financial Planning Week 2020
Consumers across the UK encouraged to sign up for free, professional personal finance sessions in CISI’s Financial Planning Week 5 – 11 October 2020
Employee Benefits Team Two Day Event 6th & 7th October
Our Employee Benefits Team is hosting a two day covering the role employee benefits must play in organisational success through current challenges and in the future, and how new technology is making a huge difference.
Reducing the impact of corona virus-related financial shocks
Read our latest article from Kevin Mackenzie on how to reduce the impact on your financial matters during the current times.
The full article can be read here.
Curiosity - my old friend, my greatest critic, my mentor.
In December 2019, our MD, Sandy Robertson was invited to talk at the HUM Conference in London. An event for all those working within this innovative, forward-thinking, and compassionate profession of Financial Planning. This video of our MD provides an exclusive insight into the journey of our business and the vision and motivation behind it.