Acumen Financial Planning

Independent Financial Adviser Acumen Financial Planning Ltd, 8 Randolph Crescent, City of Edinburgh, Edinburgh, EH3 7TH
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th December 2018
We provide clients with a clear vision of their financial future.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
David Gow CFPCM MSc FPFS
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Neil Grant
Financial Planner
What our clients say
David has been providing me with pension and investment advice for many years now. He has always provided me with great advice, as part of a great service - he's even offered advice when I've been helping family members with their finances! I also find David very easy to work with. He travels down to London from Edinburgh to meet with me once a year, and the rest of the time is easily reachable by phone or email - ideal given that I usually have to fit any consideration of my finances in between multiple appointments
Sandy Scott, London
David Gow has been my advisor for approximately 10 years and I hope this arrangement will continue into the very distant future. When I first met David, I was immediately taken by his enthusiasm and confidence in his field. I find David very approachable and very contactable either by phone or email. Should I have a request or a query on a certain requirement, I have the confidence that David will always get back to me with suggested proposals within a short timescale or an arranged time. David has a wide and up to date knowledge on products, and a very honest adviser who takes my individual circumstances into account. David's enthusiasm seems to be ever increasing, and even although it is clear he is very high up and respected in his field, he always appears down to earth. All proposals/requirements are thoroughly researched beforehand and backed up with evidence and all clearly based on my individual situation/requirements/calculated risks in the case of investment. In summary, David is reliable, honest and hugely knowledgeable, and I would recommend him to any prospective client for their financial needs/requirements.
Chris Barrowman, Pitlochry
I have referred many clients to David in the full knowledge that he can improve any client's financial situation. What he does is quite simple really. He acquires all the facts about a client, he asks them what their objectives are and then subsequently comes up with a solution. He also points out what could go wrong so that the client is fully empowered over their financial future. He does recommend products but the main reason I refer clients to him is because the advice is about helping the client and servicing the client. Its not recommending a "flavour of the month fund / product". The solution is then monitored at annual reviews and he works close with me to see if we can add anything to the client regularly. Together we save clients money by specifically reducing tax and product costs, David makes them money through investing and protects their money from any threats by utilising insurance or segmenting cash in case of an emergency.
Elena Barns, Chartered Tax Adviser and Accountant, Edinburgh
Where to find us

Acumen Financial Planning Ltd, 8 Randolph Crescent, City of Edinburgh, Edinburgh, EH3 7TH

Contact us
About us

Acumen Financial Planning provides the highest calibre of counsel to companies, business owners and private individuals alike. Our continued support helps you bring your plans to life, so you can have confidence in your financial security, whatever the future may bring.
The team in Edinburgh form part of a highly qualified firm with offices across Scotland. Our recent awards include Accredited Financial Planning Firm of the Year 2016 and 2018 and New Model Adviser Awards 2017 and 2018. More details can be found

Our services

We deliver a holistic package of unparalleled financial guidance in an accessible and approachable manner, combining one-to-one counsel and unique planning tools that empower clients to confidently achieve their full financial promise.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

Authorised and regulated by the Financial Conduct Authority, FCA Register no. 218745

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