News & Events

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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An update from Acumen Financial Planning

March 30, 2020

We hope that you and your immediate family members are all managing to adapt and keep as safe as possible in these extraordinarily difficult times.

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Face to Face meetings at our offices

March 13, 2020

Considering recent developments related to the coronavirus, we would like to make you aware of the measures we are taking across our group of companies.

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Employer Event Postponed

March 11, 2020

We have taken the decision to postpone our event that was due to be held on Thursday 19th March in Aberdeen. This will now be held on Wednesday 10th June.

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Acumen Financial Planning Statement March 2020

March 05, 2020

As you will be aware, the recent outbreak of coronavirus and subsequent media coverage around the world has caused a sharp decline in global stock markets, after several months of positive performance. The market is clearly responding to new information as it becomes known.

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Cloudy Skies Rainbow Small

Here to help

Our business remains operational during the lockdown and our team is here to help, available during normal working hours.