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  11. Acumen Financial Planning

Acumen Financial Planning

Independent Financial Adviser Middle Hill Bureau, Middle Hill, Alby, Norwich, Norfolk, NR11 7PN
Response rating
7.0 /10
FCA verified
16th September 2019
Financial advice should be about discussing your current situation, financial problems and objectives. Let Angus Mackenzie help you find solutions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
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Meet our advisers
Angus Mackenzie Dip PFS
Financial Planner
What our clients say
Angus has been looking after me for longer than I can remember. He listens, and by keeping track of my complicated business and lifestyle, provides advice with patience and understanding. The patience is important. I don’t keep track of the ever-changing legislation, he does. And takes me through the bits I need to know, time and again, without complaint. Where necessary he liaises with my other advisors to save me the trouble of being an intermediary. What he hasn’t been able to do is protect me from his industry’s love of paper and process. But he tries. Did I mention trust? Angus is outstanding in any company but it has been nice to find that his colleagues, including Acumen founder Sandy Robertson, all have the same ‘feel’."
Brian C, South Norfolk
Angus has brought real rigour and insight to his work with me, and I have come to appreciate and trust his judgement.
Mr J M., North London
I am very happy with the advice and service I have received and feel that it has provided me with the best solution at the present time.
Miss B M., Selborne, Hants
Thank you for your time and patience earlier today. Money frightens me and, as I said, whatever mathematical logic I may have completely deserts me when I am under stress. Your awareness of the psychological aspects of money matters, that you so openly express, reassures me greatly.
Dr T P., London
Where to find us

Middle Hill Bureau, Middle Hill, Alby, Norwich, Norfolk, NR11 7PN

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About us

We are an independent financial planning practice, serving clients in Scotland and throughout the rest of the world from our offices in Aberdeen, Edinburgh, Peterhead and Norwich.

Angus Mackenzie serves the Norwich area and has provided investment advice for over 25 years, retaining clients year after year. Specialist in coordinating investments and pensions.

We are an 'Accredited Financial Planning FirmTM' having demonstrated our commitment to Financial Planning, following a strict code of ethics and practice standards, and having met the Institute of Financial Planning's rigorous criteria.

Our services

We are first and foremost planners, working with clients to create a strategic financial plan reflecting their goals and aspirations. These plans do not gather dust; they are updated regularly so that they form an authentic contextual background upon which all financial decisions can be made. Risk management, Investment management, and Tax planning decisions, all remaining true to the plan, automatically become part of a truly professional and comprehensive service. Our clients value our approachability and our professionalism.

Advice methods
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    Face to face
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    Online (Live chat, video, email)
  • phoneButton
    Telephone
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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Contact options
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