Acumen Financial Planning develops business in Edinburgh with acquisition of established firm.

Wednesday 27 July 2016

We are pleased to announce the development of our business in Edinburgh following the acquisition of established firm, Duckworth Alexander.

As part of the arrangement, Iain Duckworth, a Chartered Financial Planner, has joined the team and is now based at our Edinburgh office in Torphichen Street. Iain is an accomplished financial planner with 34 years’ experience, joining the team he stated,

“It was important to me that when I came to hand on the baton I could do so to a firm who shared the same values in relation to clients.

Acumen Financial Planning have the same values and taken together with a similar investment philosophy gives me confidence that my clients are in safe hands.”

We have had an office in Edinburgh for 11 years which serves many clients, predominately within the medical, education and professional sectors, with advice on Retirement Planning, Tax Planning, and Savings & Investments.

On this recent development, Managing Director Sandy Robertson said, " Iain Duckworth, like ourselves, was an early adopter of holistic Financial Planning and we have known each other for many years having met at various Financial Planning conferences and workshops. So in terms of Professional values, technical know-how and ethics, we are from the same stable.

We are delighted that Iain chose Acumen Financial Planning as the right home for Duckworth Alexander and its clients. We have been looking to expand our Edinburgh office for some time, patiently waiting for the right opportunity. Acquiring Duckworth Alexander and having Iain join our team there has been worth the wait."

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Top award at New Model Adviser Awards

We are delighted to announce we have won the New Model Adviser Award for Scotland & NI 2019, for the third consecutive year. More details can be found on the link below.

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