Financial Advisers (Independent) in Aberdeen
Bon Accord House
Monday to Thursday: 8:30am - 5pm
Friday: 8:30am - 2pm
Saturday to Sunday: Closed
Acumen Financial Planning is privately owned and totally independent and we operate from our offices in Aberdeen, Edinburgh and Peterhead.
We are an 'Accredited Financial Planning FirmTM' having demonstrated our commitment to Financial Planning, following a strict code of ethics and practice standards, and having met the Institute of Financial Planning's rigorous criteria to ensure we can offer our clients the best service.
We are first and foremost planners, working with clients to create a strategic financial plan reflecting their goals and aspirations. These plans do not gather dust; they are updated regularly so that they form an authentic contextual background upon which all financial decisions can be made. Risk management, Investment management, and Tax planning decisions, all remaining true to the plan, automatically become part of a truly professional and comprehensive service. Our clients value our approachability and our professionalism.
Authorised and Regulated by the Financial Conduct Authority, Register No. 218745
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