Acumen Financial Planning

Independent financial planning for clients across the UK.

Acumen Financial Planning helps clients achieve their full financial promise. An independent, award-winning Accredited and Chartered firm, they serve clients across the UK with offices in Aberdeen, Edinburgh, Elgin, and Glasgow. Whether starting fresh or optimising your portfolio, their savings and investment advice will help you reach your financial goals. With experience across all pension types, they guide you through various options and set you up for a happy retirement. Permitted to advise on Pension Transfers and Opt-Outs, their detailed procedure ensures informed decisions. From wills to trusts to charitable contributions, they advise on tax-mitigation strategies to safeguard your assets. Offering expert inheritance tax advice, they provide tax-efficient financial security for your loved ones. Across the UK, their experienced team forms and implements employee benefit strategies that bring value to companies large and small. They strive to preserve and increase family wealth, supporting you through transitions and complex decisions.