Case Studies

The long-term investment of a Financial Planner

30 September 2019

Top Ten Tips for a Happy Retirement

5 April 2019

A life at a crossroads — making retirement dreams a reality

11 March 2019

Best of both worlds — helping clients make the most of retirement

4 March 2019

Newsletter November 2018

22 November 2018

Pensions to Transfer or not to Transfer?

8 May 2017

Redundancy & Tax Saving Case Study

4 May 2017

Acumen Financial Planning Spring Newsletter 2017

14 April 2017

Latest News

Face to Face meetings at our offices 13 March 2020
Employer Event Postponed 11 March 2020
Acumen Financial Planning Statement March 2020 5 March 2020
Employer Event Aberdeen 19th March 2020 18 February 2020

Resource Library

The Coronavirus & Market Declines - an article from Dimensional Fund Advisors
What is employee engagement and why does it matter?
Money & Relationships
Salary Exchange – What could possibly go wrong?
Acumen on why entrepreneurs should invest in sound financial planning

Employer Event 10.06.2020

Our event, Navigating Business Uncertainty, due on Thursday 19th March in Aberdeen has been postponed. This will now be held on Wednesday 10th June. Booking is available here.