New Model Adviser Award success for Acumen Financial Planning

Friday 12 February 2021

New Model Adviser Award success for Acumen Financial Planning

Acumen Financial Planning has been awarded the New Model Adviser Award (Scotland and Northern Ireland) — the fourth time in five years.

The awards, which recognise independent firms that excel in areas such as operations, business performance and development, client education and communication as well as charity work, were held remotely this month.

Managing Director, Sandy Robertson, said: “We keep things simple by putting our clients at the centre of everything we do. Our role is to help clients achieve their full financial promise and through that achieve what is important to them in their lives”

“To do that we have a team of first class finance professionals in place, each one having their own support teams.

“And our success is reflected not only in the results we see for our clients but also how well we perform in our satisfaction survey.”

While 2020 is a year no-one is likely to forget, Acumen forged ahead with its business growth strategy.

Full details on all the winners across the UK can be found here.

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New Model Adviser Winners 2021

We are delighted to announce that we have been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.

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