
Acumen Financial Planning Limited (Scotland)
Initial consultation free
Independent
Trusted, award-winning Chartered and Accredited financial planners helping clients across the UK make confident, informed decisions. We offer clear, personalised advice on pensions, investments and retirement to help you achieve your financial potential.
We can advise you on
Clients
helped
helped
207
Minimum
pension value
pension value
£250k+
Minimum
wealth
wealth
£500k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Evan Duffus MA (Hons) DipPFS®
Chartered Financial Planner
Sue Williamson
Chartered Financial Planner
What our clients say
me
Mrs E Pacitti
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.
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Mr S Thorley
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.
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Mr I Hazzard
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.
me
Ms E Wilson
“I would recommend Acumen Financial Planning as I have always found those responsible for managing my account to be extremely knowledgeable, and with a relationship built on many years of trust. I have absolute confidence that they act in my best interests at all times.
Working closely with Acumen has allowed me to be flexible with my career and achieve goals in life that would have otherwise had to wait until after retirement. With their guidance I have been able to prepare for the unexpected, safe in the knowledge that my wish to help others can continue even when I cannot.”
Compliance
Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745.
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