Acumen Financial Planning

Welcome to Acumen Financial Planning, an independent, award-winning Accredited and Chartered financial planning firm dedicated to providing sound advice on pensions and retirement planning, savings and investments, and tax planning. Established in 2002, our team of experienced professionals has been delivering financial planning services that empower clients to achieve their full financial promise. Our offices in Aberdeen, Edinburgh, Elgin, and Glasgow are staffed with knowledgeable individuals eager to support you throughout your financial journey.

Our Services

At Acumen Financial Planning, our services span various aspects of financial planning, including:

*Savings and Investments*

Whether you're starting your financial journey or optimizing an existing portfolio, our savings and investment advice can help you reach your financial goals. Our expert planners carefully consider your risk tolerance and time horizon when recommending the most suitable options.

*Pensions & Retirement Planning*

With extensive experience across all pension types, our planning experts guide you through the maze of retirement options. They'll help you navigate the complexities of pension transfers and ensure you're well-prepared for a content retirement.

*Tax Planning*

Our comprehensive tax-mitigation strategies encompass a variety of critical aspects, such as wills, trusts, and charitable contributions. These strategies aim to safeguard your assets and provide tax-efficient financial security for your loved ones.

*Estate Planning*

To facilitate the orderly and tax-efficient transfer of wealth to your heirs, we provide expert inheritance tax advice and estate planning solutions tailored to your specific needs.

*Employee Benefits*

Our firm helps companies design, manage, and implement benefits programs to attract and retain top talent while effectively managing costs.

*Family Wealth*

To preserve and enhance your family's wealth, we offer Family Wealth and Next Generation Financial Planning services that protect and grow your assets, preparing them for future generations.

We invite you to explore all our services and, if you don't find what you're looking for, kindly book a confidential consultation with one of our financial planners. Our dedicated teams are available between 8:30 am and 5 pm, Monday through Thursday, and 8:30 am - 2 pm on Fridays.

Our People

Our firm's success hinges on the skilled professionals that make up the Acumen Financial Planning team. We pride ourselves on offering a supportive, inclusive work environment that encourages candidates to excel and grow within the industry. For information on vacancies and career opportunities, please visit our Careers section.