Protecting Your Legacy and Preparing for Life After Work Starts Here...
Take this quick assessment and your free, personalised report will be instantly revealed...
Through quick and easy questions your report analyses your readiness for the next key phase of your life, and points you to key action steps to consider.
- Complimentary tool
- Proven to work, time and time again
- Results and report tailored to you
Protecting Your Legacy and Preparing for Life After Work Starts Here...
Take this quick assessment and your free, personalised report will be instantly revealed...
Through quick and easy questions your report analyses your readiness for the next key phase of your life, and points you to key action steps to consider.
- Complimentary tool
- Proven to work, time and time again
- Results and report tailored to you
Your assessment looks at the following key areas:
Your Retirement Vision
What are your hopes and dreams for a happy and exciting next phase of your life?
Funding your Lifestyle
You have exciting plans but will you have sufficient funds for the future?
Protecting your Legacy
How confident are you that your estate will pass smoothly to those you care about?
Who we are
Acumen Financial Planning
Retirement planning specialists in Scotland.
Acumen Financial Planning is an independent, award-winning Accredited and Chartered financial planning firm with teams in Aberdeen, Edinburgh, Elgin and Glasgow. Since 2002 we have helped clients plan for retirement, manage their investments and navigate tax efficiently, always with the aim of helping them achieve their full financial promise.
What sets us apart is our people, our approach and our values. We combine professional expertise with a down-to-earth style, supported by a long-standing team and a commitment to the highest ethical and professional standards set by the CII and CISI.
We were among the first in Scotland to offer financial planning as a stand-alone service and have always taken pride in staying ahead of the curve, from developing our own cashflow modelling to continually investing in our team.
Our mission remains simple: to provide clear, accessible and holistic financial guidance that helps clients feel confident about their future.
Don’t just take our word for it, see what our clients have to say...
"Acumen Financial Planning guided us through the period of our retirements into stable income to supplement our state pensions. We are not at all knowledgeable about the financial markets, so his advice has been invaluable."
Acumen Client
"Acumen Financial Planning have always provided us with sound advice on how we should invest, build our pensions and draw down the income we require. The advice has always been provided in a friendly, assured way that gives us confidence.".
Acumen Client
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