Response rating
7.0/10
FCA verified
26th June 2017

Acumen Financial Planning Limited

Independent Financial Adviser Bon Accord House, Riverside Drive, Aberdeen, AB11 7SL
First meeting at adviser's own cost
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
    • Corporate pension
    • Group pensions
    • 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
    • Long term care
Meet our advisers
Keith Mackie CFPCM DipPFS® MCIBS CERTIFIED FINANCIAL PLANNERCM Professional
Certified Financial Planner
Accreditations
Certified Financial Planner
Rhian Morgan MA (Hons) DipPFS®
Financial Planner
Kevin MacKenzie DipPFS®
Financial Planner
Evan Duffus BA (Hons) DipPFS®
Financial Planner
David Gow CFPCM MSc APFS CHARTERED FINANCIAL PLANNER and CERTIFIED FINANCIAL PLANNERCM professional
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Niall Sharry
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Jonathan Craig
Head of Corporate Services
Sue Williamson
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
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.
Mrs E Pacitti, Aberdeen
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 Acumen has been advising me since 2006 until present and see this partnership continuing.
Mr S Thorley, Aberdeen
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 concerns over recommending their services.
Mr I Hazzard, Perth
Where to find us
About us

Accredited Financial Planning Firm of the Year 2016 and New Model Adviser 2017, 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

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

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