Our Team

Our team in Glasgow are a small team of approachable and enthusiastic experts, focused on helping clients reach their financial goals. Our team has significant experience in providing clients with the highest calibre of financial advice. We work collaboratively with other professionals such as accountants and legal advisors as required.

Acumen is part of the Financial Planning Group home to Acumen Financial Planning and Medical & Dental Financial Planners. One of the many benefits of this is the support available to our team and our clients in the areas of IT, Compliance, HR and Marketing. More details on the team at Acumen Financial Planning can be found here.

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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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