Working With You

Being an Acumen Client

The first thing we do is to get to know you, understand your values and identify your personal goals. You may want to make sure your family is financially secure, to write a book, take the time to travel, or to make a difference to your community. Once we understand your desired plans we can accurately assess the funds you require to follow it.

In our experience, we have found that spending time getting to understand your values leads to a more successful financial outcome.

This way you have peace of mind to focus on achieving your dreams.

Your journey with Acumen Financial Planning will follow the stages of the financial planning process:

Step 1: Exploration

The first stage of the Financial Planning process is exploration. We will spend the time to explore the reasons behind your visit and deal with any urgent issues on your mind. We then move on to explore the things that are important to you and encourage you to explore a vision for your own future and the future of your loved ones.

Stage 2: Vision

During this stage we take your dreams and goals and start to bring them to life.

Stage 3: Obstacles

The third part of our Financial Planning process deals with any obstacles that may be standing in the way of you living your dream life.

Stage 4: Knowledge

Our technical expertise ensures that we start to lay the foundations of the right financial plan.

Stage 5: Execution

We set up your financial plan and review at least once a year, or more frequently if your circumstances alter.

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Director Appointment Announcement

The Financial Planning Group continues to strengthen its senior team with its two latest director promotions, Rhian Morgan and Kevin Mackenzie, who are based in our Aberdeen office.

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