Philip Gauld joined Acumen Financial Planning in 2014 after many years experience in a similar role. Philip started his career as an accountant, changing tracks to financial planning in 1999, and hasn't looked back since. Philip manages the Team in our Elgin office.
Philip believes that at its heart, financial planning is all about helping people, individuals or families, with their financial goals and objectives. Helping achieve financial ‘peace of mind’ is a phrase often used by clients who have benefited from the planning process that we work through together. This enables clients to relax and enjoy their chosen lifestyle, with the knowledge that they have professional support working with them along the road of our life’s journeys.
Financial planning is very stimulating, with the essential element of trust at the centre of a strong, client/planner and team relationship.
Philip has worked with many clients over many years and finds great satisfaction helping them on their journeys and seeing them enjoy their futures, whether pre or post retirement. While covering all areas of financial planning Philip enjoys Retirement Planning and Inheritance Tax Mitigation.
Outside of work, Philip enjoys playing golf and is a football coach, something he took up to support his son when he started playing football. He enjoys the coaching saying it has taught him a lot about people, both young and old, and the challenges of building good teams.
Financial Planning Manager