We are pleased to announce that we have been awarded the prestigious Accredited Financial Planning Firm of the Year award for the second time.
The awards, hosted by the Chartered Institute for Securities and Investment (CISI) involved an initial application assessing our business activity and performance in the last 12 months and our contribution to the financial planning profession followed by an interview. We were commended for our impact on the financial planning profession, cited as ambassadors for the profession.
Keith Mackie, Director of Acumen Financial Planning, said:
“We are delighted to receive this award which recognises Acumen Financial Planning as one of the top financial planning firms in the UK. It is testament to the whole team at Acumen Financial Planning that this is the second time in three years that we have received this award underlining that we focus on our clients’ needs whilst delivering a financial planning service that is second to none.”
Jacqueline Lockie CFP™ Chartered FCSI, CISI Head of Financial Planning said: “We are delighted to congratulate such worthy winners of this year’s Financial Planning awards. It shows how good and healthy financial planning is in the UK. The winners are at various stages of their own personal and business financial planning journeys and it is a privilege to be able to recognise the best. We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great financial planning to their clients."