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

Team success at New Model Adviser Awards 11 January 2019
Acumen Financial Planning Newsletter Winter 2018 23 November 2018
Accredited Firm of the Year 2018 4 October 2018
AFP to support The Sandpiper Trust at Charity Football Event 14 August 2018

Resource Library

Tuning Out the Noise
What is Financial Planning?
The benefits of having a financial adviser
Dealing with the many degrees of separation
Joint Finances

Top award at New Model Adviser Awards

We are delighted to announce we have won the New Model Adviser Award for Scotland & NI 2019, for the third consecutive year. More details can be found on the link below.