Acumen Financial Planning Limited

Independent Financial Adviser  Acumen House, Peterhead, Aberdeenshire, AB42 1WN
We provide clients with a clear vision of their financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Keith John Mackie CFPCM DipPFS® MCIBS CERTIFIED FINANCIAL PLANNERCM Professional
Certified Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

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

Accreditations
Certified Financial Planner
What our clients say
Keith Mackie is an asset to Acumen. I found him to be extremely professional, efficient and very knowledgeable on the subject. He kept me informed at every stage and I would have no hesitation in using his services again.
Mr W Birse, Aberdeenshire
In all my dealings with Mr Mackie the level of service has been excellent and he has given me the confidence in your business to continue our relationship.
Mr L Henderson, Aberdeen
I was extremely pleased with the service and advice provided by Keith Mackie, and by Acumen as a whole.
Mr D Thompson, Aberdeenshire
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.

Where to find us
Head office address: Acumen House, Grange Road, Peterhead, AB42 1WN
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020

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