Acumen Financial Planning Limited

Independent Financial Adviser  Acumen House, Peterhead, AB42 1WN
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FCA authorised
Last authorised 16th November 2020
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
Meet our advisers
Keith John Mackie CFPCM DipPFS® MCIBS CERTIFIED FINANCIAL PLANNERCM Professional
Certified Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Acumen House, Grange Road, Peterhead, AB42 1WN

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