Financial health check
Financial Health Check Clinics January 2025 (Edinburgh)

Financial Health Check Clinics January 2025 (Edinburgh)

  Upcoming Dates 20th January 2025 21st January 2025 22nd

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Autumn Budget Update
Autumn Budget Update

Autumn Budget Update

Budget brings changes for planning Retirement, Pensions and Capital Gains

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Acumen Financial Planning win CISI Accredited Firm of the Year 2024
Acumen Financial Planning win CISI Accredited Firm of the Year 2024

Acumen Financial Planning win CISI Accredited Firm of the Year 2024

We are delighted to announce that we have been awarded

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The Acumen team top achievers at CII Celebrating Excellence Event in Aberdeen
The Acumen team top achievers at CII Celebrating Excellence Event in Aberdeen

The Acumen team top achievers at CII Celebrating Excellence Event in Aberdeen

The Future of Financial Planning and Risk Management – Celebrating

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Ready Set Retire The Bonham Hotel
Ready, Set, Retire (Edinburgh) 21st November 2024

Ready, Set, Retire (Edinburgh) 21st November 2024

Thank you to everyone who joined us for Ready, Set, Retire

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Ready, Set, Retire (Glasgow) 20th November 2024

Ready, Set, Retire (Glasgow) 20th November 2024

Thank you to everyone who joined us for Ready, Set,

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Ready Set Retire The Village Hotel
Ready, Set, Retire (Aberdeen) 6th November 2024

Ready, Set, Retire (Aberdeen) 6th November 2024

Thank you to everyone who joined us for Ready, Set, Retire

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Family Wealth & Philanthropy CPD Seminar
Family Wealth & Philanthropy – CPD Event 26th September 2024

Family Wealth & Philanthropy – CPD Event 26th September 2024

Thank you to everyone who joined us on Thursday 26th

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Laura Crowe Director
Laura Crowe Appointed Director of The Financial Planning Group

Laura Crowe Appointed Director of The Financial Planning Group

In July 2024, Laura Crowe was appointed as Director of

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Andrew McRae
Andrew McRae, youngest to attain CII Chartered status in Scotland

Andrew McRae, youngest to attain CII Chartered status in Scotland

We are delighted to announce that Andrew McRae, an Associate

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Acumen Financial Planning Pensions Retirement Planning
Aberdeen Seminar: Ready, Set, Retire

Aberdeen Seminar: Ready, Set, Retire

Thank you to everyone who joined us on Wednesday May

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Glasgow
Loch Fyne Financial Management merges into AFP

Loch Fyne Financial Management merges into AFP

We are delighted to confirm that Glasgow based, Loch Fyne

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