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Our Team

Our team has a vast amount of financial planning knowledge and experience. Because of this, we are able to provide you with services of the highest quality.

Within our team, we have Chartered Planners, Certified Planners, Pension Transfer Specialists, NHS Pension experts, and Collaborative Financial Neutrals.

So how do we help our clients? Hear from our Team.

 

Acumen Financial Planning Abbi Hart

Paraplanner

Alana Davidson Team

Chartered Financial Planner

Andrea Skea

Business Support Co-ordinator

Andrew Groseneill Team

Financial Planner

Careers - Andrew Masson Acumen Financial Planning Paraplanner

Paraplanner

Andrew McRae

Paraplanner

Andrew Riddell

Financial Planning Support

Andrew Sutherland Team

Financial Planner

Andy Eason Team

Head of Employee Benefits

Angus Mackenzie Team

Certified Financial Planner

Anne Lawson Employee Benefits Consultant

Employee Benefits Consultant

Acumen Financial Planning Video Library

Paraplanner

Bill Saunders Team

Certified Financial Planner

Caitlin Forbes

Marketing Executive

Calum Hendry Team

Financial Planning Support

Caroline Thomson Team

Receptionist/Administrator

Charlotte Thomson Team

Financial Planning Support Team Lead

Acumen Financial Planning Video Library

Client Support (Acumen Employee Benefits)

Chris Hewson Team

Chartered Financial Planner (Medical & Dental Financial Planners)

Acumen Financial Planning Video Library

Trainee Paraplanner

Crystal Green Team

Business Support Administrator

Daniela Muollo Team

Trainee Paraplanner

Danielle Garner-Smith Team

Receptionist / Administrator

David Gow Team

Director

Acumen Financial Planning Video Library

Financial Planning Support

Diana Lyon Team

Paraplanner

Emma Graham

Financial Planning Support

Evan Duffus Team

Chartered Financial Planner

George Gray Team

Financial Planner (Medical & Dental Financial Planners)

Isla Leask Team

Chartered Financial Planner

Jackie Coyne

Certified Financial Planner

Jane Cowie Team

Financial Planner

Janice Murray Team

Financial Planning Support

Jenny Madhoo Team

Chartered Financial Planner

Jill Lepre

Marketing Manager

Acumen Financial Planning Jordan Paterson

Trainee Paraplanner

Julie Shand

Training & Competence Supervisor

Acumen Financial Planning Katrina Dawson

Financial Planning Support

Kayleigh-Jayde Barton Team

Financial Planning Support Team Lead

Kieran McBeath Team

Financial Planning Support

Laura Crowe Team

Regional Manager & Chartered Financial Planner

Lauren Allan

Compliance Monitoring Assistant

Layo Gombos

Trainee Paraplanner

Linda Edward Team

Paraplanner Manager

Acumen Financial Planning Lucy Forbes

Paraplanner

Melanie Shields Team

Client Relationship Manager

Michael Kemp Team

Paraplanner

Michelle Clark Team

Chartered Tax Consultant (Enrich Tax Consultancy)

Neil Burns

Paraplanner

Nicola Doohan Team

Recruitment & Development Manager

Nicola Norrie Team

Senior Employee Benefits Client Support

Nida Khan

Financial Planning Support

Nigel Saunders Team

Technical Support (Acumen Employee Benefits)

Paul Gillen

Chartered Financial Planner

Paul McCabe Team

Chartered Financial Planner

Paul Ross Financial Planner Acumen Financial Planning

Chartered Financial Planner

Paulina Krajewska Team

Accountant (Enrich Tax Consultancy)

Pauline McKinlay

Compliance Manager

Pauline Stewart Team

Financial Planning Support

Peter Hope Team

Financial Planner

Philip Gauld Team

Financial Planning Manager

Rhiain Hammond

Marketing Executive

Rizwan Mukhtar

Student Placement

Ryan Stewart

Financial Planning Support

Sandy Robertson Team

Managing Director

Sarah MacFarlane

Receptionist/Administrator

Sharon Sanderson Team

Paraplanner Co-ordinator

Stephen Berry Team

Paraplanner

Steven Milne

Financial Planner

Stewart Gunn

Trainee Financial Planning Support

Sue Williamson

Chartered Financial Planner

Tracy Laing Team

Financial Planning Support

Trudi Horne Team

Paraplanner

Wendy Morrison Team

Paraplanner Co-ordinator