Financial planning as I see it isn’t simply about pounds, pennies and government legislation; the process should start and end with an understanding of a client’s life as a whole, in order to construct a clear image of what they hope to achieve, be it for themselves, their family, or their business.
My role at Acumen Financial Planning is to guide clients through our financial planning process, which can be a complex and daunting prospect for some. I aim to distance my clients from the widespread jargon and “one size fits all” and provide clear, concise financial information. Painting a clear financial picture ensures that clients are well equipped to make informed decisions on their financial future, whether it be concerning their savings and investments or pensions and retirement planning.
Having recently joined the team in Aberdeen, I bring with me over a decade of experience in the financial services profession. I am incredibly passionate about what I do and enjoy developing long term relationships with clients, helping them achieve their full financial promise.