Our next online event for professional connections will be held on Thursday 1st April, hosted by Financial Planners Rhian Morgan and Kevin Mackenzie. The first in the series for 2021 will cover Intergenerational Wealth Transfer, Lifetime Allowance, and VCTs. Khalid Khan, Business Development Manager from Octopus Investments will be joining us as a guest speaker.
We are delighted to announce that Acumen Financial Planning has been awarded the New Model Adviser Award (Scotland and Northern Ireland) 2021.
Acumen Financial Planning shortlisted for New Model Adviser Awards
We are hosting an online event for our professional connections on Thursday 10th December, hosted by Financial Planners Rhian Morgan and Kevin Mackenzie. The first in the series will include an overview of 2020, developments within Acumen Financial Planning, and special guests Blair Anderson and Adam Ward from Dimensional presenting on ESG.
We are pleased to announce that as of November 2020, Forty Two Financial Planning has become Acumen Financial Planning, an important development for our brand, clients, and team in Glasgow and the surrounding area.
A message from our team to yours in these unprecedented times.
Considering recent developments related to the coronavirus, we would like to make you aware of the measures we are taking across our group of companies with regards to meetings at our offices.
We have taken the decision to postpone our event that was due to be held on Thursday 19th March in Aberdeen. This will now be held on Wednesday 10th June. Booking is still open and available https://aebevent.eventbrite.co.uk
As you will be aware, the recent outbreak of coronavirus and subsequent media coverage around the world has caused a sharp decline in global stock markets, after several months of positive performance. The market is clearly responding to new information as it becomes known.
Financial Planning Week this year commences 7th October and during this week CISI CERTIFIED FINANCIAL PLANNINGTM professionals and Accredited Financial Planning Firms™ across the UK will be offering consumers free financial planning sessions.
