Acumen Financial Planning

Independent Financial Adviser Middle Hill Bureau, Middle Hill, Alby, Norwich, Norfolk, NR11 7PN

Response rating

7.0/10

13th August 2018

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

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Angus Mackenzie Dip PFS

Financial Planner

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

G80 - Long-Term Care, Life and Health Protection (CII)

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

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.

Compliance

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

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Compliance

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

Contact options

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