Experienced Paraplanner required to join our team in Elgin

Services

Financial Planning for Business

Within a business there are many areas where a financial planner can advise and help.

Savings & Investments

Our team provide advice on the most tax efficient options for your own savings, or for children or grandchildren.

Tax planning

The quality of our tax planning advice is a key strength of our business.

Estate planning

Our team can help you to establish how to pass on your wealth in the most tax-efficient way.

What is Financial Planning?

Financial Planning starts by working out what’s most important to you.

Pensions & Retirement Planning

Recent changes to pension legislation have resulted in more options and decisions for people than ever before.

Latest News

Experienced Paraplanner required to join our team in Elgin. 26 March 2018
Acumen Financial Planning Aberdeen Office Move 12 February 2018
Acumen Financial Planning win New Model Adviser Award (Scotland & NI) 2018 22 January 2018
Financial Planning Week 2017 1 May 2017

Resource Library

Considerations for your Pension Lifetime Allowance
Acumen Financial Planning Tax Card 2018/2019
Pension Myths Explained
Investing for Small Business: A Guide to Offshore Bonds
Financially Fit for 2018?

Aberdeen Office Move

Please be aware that our team in Aberdeen have moved and are now based at 4 Kingshill Park, Venture Drive, Westhill, Aberdeenshire, AB32 6FL. Directions can be found by selecting the button below.