Response rating
10/10
FCA verified
17th July 2017

Acumen Financial Planning

Independent Financial Adviser 26 Hay Street, Elgin, Moray, IV30 1NQ
First meeting at adviser's own cost
We provide clients with a clear vision of their financial future.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Steven Milne
Financial Planner
Philip Gauld
Financial Planning Manager
Where to find us
About us

As one of Scotland’s most highly qualified teams of independent financial experts, Acumen Financial Planning provides the highest calibre of counsel to companies, business owners and private individuals alike. Whatever your circumstances, we take the time to make sure you understand every aspect of your finances, staying in regular contact to refine and update detailed plans as your situation evolves. Our continued support helps you bring your plans to life, so you can have confidence in your financial security, whatever the future may bring.

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

Acumen Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number 218745

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