Professional standards

As one of the most highly qualified financial planning firms in the UK we often take our high levels of professional achievement for granted. However, we are regularly reminded that not everyone understands the various levels of professional qualifications applicable to financial advice.

At Acumen Financial Planning we are proud to give our clients in Glasgow, the West of Scotland and London access to a professional financial planner who holds both the internationally recognised CERTIFIED FINANCIAL PLANNER cm professional qualification and the UK Chartered Financial Planner title. Very few Independent Financial Advisers (IFA) hold both designations.

We would always encourage you to carry out some due diligence before selecting an independent financial adviser or financial planner to ensure they are suitably qualified to provide the advice you require.

The following pages will tell you a little bit more about each qualification.

Financial planning is about people, not just money. The financial planning process we will go through with you is designed to help you identify your values so we can tailor our relationship with you. However, we have some values that we hold dear, more of which can be found here.

Contact us today and find out.

NMA awards 2021sm

New Model Adviser Winners 2021

We are delighted to announce that we have been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.

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