News & Events

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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Beanstalk 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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Acumen Financial Planning awarded a place in the Top 100

November 02, 2020

Acumen Financial Planning is delighted to be awarded a place in the New Model Adviser® Top 100 for 2020

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Financial Planning Week 2020

October 05, 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

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Employee Benefits Team Two Day Event 6th & 7th October

October 01, 2020

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.

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Reducing the impact of corona virus-related financial shocks

May 20, 2020

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.

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Curiosity - my old friend, my greatest critic, my mentor.

May 11, 2020

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.

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