Acumen Financial Planning awarded Accredited Financial Planning Firm of the Year

Wednesday 5 October 2016

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Acumen Financial Planning is delighted to be awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards held on 4th October at Celtic Manor, Newport.

These awards open to Accredited Financial Planning Firms across the UK are highly regarded within the industry and were announced at a gala dinner yesterday evening hosted by television presenter Charlotte Hawkins as part of the annual CISI Financial Planning Conference.

Accredited Financial Planning Firms demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK. They deliver a comprehensive Financial Planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

Along with some of the leading firms in the UK Acumen Financial Planning was judged on its business performance, innovation and service excellence.

The judging panel consisted of CISI Board Director Rebecca Taylor, former editor of Money Management and IFP professional forum member, Janet Walford OBE, Campbell Edgar, Head of Financial Planning at CISI, and Head of External Accreditation, Sam Rees-Adams.

Sandy Robertson, Managing Director of Acumen Financial Planning, said:

“We are delighted to be awarded Financial Planning Firm of the Year; it reflects our team’s hard work and dedication in delivering exemplary financial planning. We pride ourselves on being the architects of financial promise. We are leaders, not followers in our profession and provide the highest calibre of counsel to companies, business owners and private individuals alike. To be acknowledged for our work with such a respected award is a huge honour.

“We have one of the most highly qualified and able teams of financial planners and I thank my colleagues for their continued dedication and professionalism.

“Despite challenges to the local market from the current downturn in the oil and gas price there remains a clear need for qualified and innovative financial planning services – indeed perhaps even more so.”

Innovation is at the heart of Acumen Financial Planning’s culture. The company has designed planning tools and processes to ensure clients receive a crystal clear view on the financial direction in which they are headed. Acumen Financial Planning is the first Scottish firm to win this prestigious award. More details can be found here or contact


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