Acumen Financial Planning Limited (Scotland)
Initial consultation free
Independent
We provide clients with a clear vision of their financial future.
We can advise you on
Clients
helped
116helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Evan Duffus MA (Hons) DipPFS®
Chartered Financial Planner
Sue Williamson
Chartered Financial Planner
Jenny Madhoo
Chartered Financial Planner
Keith Mackie CFPCM MSc APFS CHARTERED FINANCIAL PLANNER and CERTIFIED FINANCIAL PLANNERCM professional
Certified Financial Planner
What our clients say
me
Mrs E Pacitti
The level of help, guidance and service provided has been excellent and could scarcely be surpassed. I would certainly recommend Acumen to friends and family.
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Mr I Hazzard
Acumen Financial Planning has provided me with guidance on personal and business finances for over 10 years. They are astute, extremely trustworthy and offer first class advice. I would have no...
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Mr S Thorley
Acumen Financial Planning is a very trustworthy organisation and unlike many in the financial advisory service industry genuinely looks after the clients interest. I have had good results while...
me
Ms E Wilson
“I would recommend Acumen Financial Planning as I have always found those responsible for managing my account to be extremely knowledgeable, and with a relationship built on many years of trust. I...
Compliance
Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745.
Legal information
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