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Bill Saunders

Certified Financial Planner


After working for a number of large insurance companies in B2B relationship and managerial roles, Bill joined the Acumen Financial Planning Aberdeen office in July 2003.

A Certified Financial Planner since 2007, he has developed specialist knowledge in the crossover between personal and corporate financial planning, mainly for company directors.

When he’s not working, Bill enjoys writing and recording his own music, cycling and cooking.

What do you like most about working at Acumen Financial Planning?

“I was originally attracted to Acumen Financial Planning because of the approach we took, right from the beginning. In other words, our offering was all about what we could do for the client, building bespoke financial plans, and specifically not about selling insurance company products. That is as true today as it was two decades ago.”

What has been your proudest career achievement to date?

“I am proud of the fact that I came to the company with no clients to my name, but built up a good book of trusted client relationships over the years.”

What’s the best advice you’ve ever received?

“Do what you say you are going to do, and do it on time. In my view, that alone (if you stick to it all the time) will set you apart from maybe 80% who sometimes overpromise and fail to do what they say they will!”

Articles written by Bill Saunders