Acumen Financial Planning

Services

Employee Benefits

Our Employee Benefits include Workplace Pensions, Group Risk and Healthcare Benefits

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.

Defined Benefit Pension Advice – Our Approach

Acumen Financial Planning Ltd hold permission to advise on Pension Transfers and Opt outs, and as such have a comprehensive procedure for doing so.

Estate planning

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

Pensions & Retirement Planning

Recent changes to pension legislation have resulted in more options and decisions for people than ever before.
NMA awards 2021sm

New Model Adviser Winners 2021

We are delighted to announce that we have been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.

Read more