INDEPENDENT company Acumen Financial Planning won a prestigious industry award for the third time.
The firm, which has its headquarters in Westhill, Aberdeenshire and offices in Glasgow, Edinburgh, Elgin, and Peterhead, was commended for its strong impact on the financial planning profession and cited as an ambassador for the profession.
Acumen Financial Planning grows its west of Scotland presence
Acumen received the Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground in Manchester.
Open to accredited financial planning firms across the UK, the awards were held as part of the annual CISI Financial Planning Conference.
Along with some of the leading firms in the UK, Acumen Financial Planning was judged on its business performance, innovation, service excellence and overall impact on the financial planning profession.
Monday Interview: Employees gaining upper hand in the benefits world
Accredited financial planning firms must demonstrate excellence across the board, and they deliver a comprehensive financial planning service, helping clients achieve their life goals.
Keith Mackie, director of Acumen Financial Planning, said: “We are delighted to receive this award which recognises Acumen Financial Planning as one of the top financial planning firms in the UK. It is testament to our teams across all of our offices.
“This is now the third time we have received this award, once again underlining our continued focus on our clients’ needs while delivering a financial planning service that is second to none.”
Established in 2002, Acumen Financial Planning has gone from strength to strength in recent years with sustained high levels of growth and a team of 87 staff providing clients with independent advice on pensions and retirement planning, savings and investments, inheritance, and tax planning.
Acumen's specialist Medical & Dental practice expands to Glasgow
The firm is headquartered in Westhill, Aberdeenshire with offices in Edinburgh, Elgin, Glasgow and Peterhead. Acumen Financial Planning is the only firm to win this award three times.
Why are you making commenting on The Herald only available to subscribers?
It should have been a safe space for informed debate, somewhere for readers to discuss issues around the biggest stories of the day, but all too often the below the line comments on most websites have become bogged down by off-topic discussions and abuse.
heraldscotland.com is tackling this problem by allowing only subscribers to comment.
We are doing this to improve the experience for our loyal readers and we believe it will reduce the ability of trolls and troublemakers, who occasionally find their way onto our site, to abuse our journalists and readers. We also hope it will help the comments section fulfil its promise as a part of Scotland's conversation with itself.
We are lucky at The Herald. We are read by an informed, educated readership who can add their knowledge and insights to our stories.
That is invaluable.
We are making the subscriber-only change to support our valued readers, who tell us they don't want the site cluttered up with irrelevant comments, untruths and abuse.
In the past, the journalist’s job was to collect and distribute information to the audience. Technology means that readers can shape a discussion. We look forward to hearing from you on heraldscotland.com
Comments & Moderation
Readers’ comments: You are personally liable for the content of any comments you upload to this website, so please act responsibly. We do not pre-moderate or monitor readers’ comments appearing on our websites, but we do post-moderate in response to complaints we receive or otherwise when a potential problem comes to our attention. You can make a complaint by using the ‘report this post’ link . We may then apply our discretion under the user terms to amend or delete comments.
Post moderation is undertaken full-time 9am-6pm on weekdays, and on a part-time basis outwith those hours.
Read the rules here