financial planning Archives

Financial Health Check Clinics 2026 (Edinburgh)

2 days ago in

Acumen Financial Planning

Free Financial Health Check Clinic 2026 We are excited to continue our Financial Health Check Clinics in 2026! These sessions are designed for anyone looking for an informal chat with one of our qualified financial planners about their retirement goals or any other financial concerns

Financial Health Check Clinics 2025 (Aberdeen)

1 month ago in

Retirement Planning

Free Financial Health Check Clinic: Autumn Budget Edition We are excited to offer free Financial Health Check Clinics in 2025. These sessions are designed for anyone looking for an informal chat with one of our qualified financial planners about their retirement goals or any other

Retirement Planning Seminar (Aberdeen) 25th February 2026

2 months ago in

events

Retirement Planning Seminar: Start to picture your ideal retirement in Aberdeen with Acumen Financial Planning's 'Ready, Set, Retire'! 📅 Date & Time: Wednesday 25th February 2026 at 6:30 PM 📍 Location: The Chester Hotel, Aberdeen, AB15 4YP Are you ready to take control of your retirement

Retirement Planning Masterclass (Online) 3rd February 2026

2 months ago in

events

Online Retirement Planning Masterclass: Start to picture your ideal retirement with Acumen Financial Planning's 'Ready, Set, Retire'! 📅 Date & Time: Tuesday 3rd February 2026 12pm (1 hr) 📍 Location: Online (Via Zoom) Are you ready to take control of your retirement planning and ensure a

Ready Set Retire Aberdeen September 2025

Retirement Planning Seminar (Aberdeen) 17th September 2025

6 months ago in

events

Retirement Planning Seminar: Start to picture your ideal retirement in Aberdeen with Acumen Financial Planning's 'Ready, Set, Retire'! 📅 Date & Time: Wednesday 17th September 2025 at 6:30 PM 📍 Location: The Chester Hotel, Aberdeen, AB15 4YP Are you ready to take control of your retirement

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Rhian Morgan wins top Women in Finance Award

6 months ago in

awards

Rhian Morgan, Director, Chartered and Certified Financial Planner, is delighted to win the ‘Best Female Financial Advisor’ at the BWS Women in Finance Awards 2025. The awards, held on Thursday 22nd May in Glasgow, were hosted by TV journalist and broadcaster Rachel McTavish, at the

Inheritance Planning Seminar (Edinburgh) 14th May 2025

7 months ago in

events

Thank you to everyone who came along to our Inheritance Planning seminar, 'Ready, Set, Inherit' on 14th May at The Bonham Hotel in Edinburgh! The seminar, hosted by Financial Planners David Gow and Andrew Sutherland, was dedicated to guiding you through Inheritance Tax and its

Do you need to update your Inheritance Tax plan?

8 months ago in

inheritancetax

“I already have an Inheritance Tax plan – do I need a new one?” The answer is yes – inheritance tax (IHT) planning isn’t a one-time process. Both tax laws and personal circumstances can change over time, making regular reviews essential. As an example, take

Retirement Planning Seminar (Glasgow) 24th September 2025

11 months ago in

events

Introducing our latest Retirement Planning Seminar: Embark on your retirement journey in Glasgow with Acumen Financial Planning's 'Ready, Set, Retire'! 📅 Date & Time: Wednesday 24th September 2025 at 6:30 PM 📍 Location: Kimpton Blythswood Square, 11 Blythswood Square, Glasgow G2 4AD Are you ready

Ready, Set, Retire (Aberdeen) 5th March 2025

11 months ago in

events

Thank you to everyone who came along to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen! The retirement seminar, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker John Dargie from Blackadders, was dedicated to helping you prepare for retirement. We explored:

Tag: financial planning