Acumen Financial Planning is delighted to feature in the New Model Adviser® Top 100 for 2020. This annual list of financial planning firms across the UK reviews the work being done by the top teams in the country.
Listing is by application only which involves a detailed questionnaire reviewing the work and processes for clients, staff, and contributions to the profession as a whole. Acumen Financial Planning, who has won the New Model Adviser Award (Scotland & NI) for three consecutive years, was considered “a national of the north". Despite a challenging year for many, the firm has continued to develop its offering to medical and dental professionals, employee benefits and has ambitious plans to launch a digital-only financial planning service to young professionals in the coming months.
All successful entrants will be included as part of the New Model Adviser Awards 2021 which will be announced in January.