TFPG Director Appointment Announcement
Rhian Morgan and Kevin Mackenzie, based in our Aberdeen office, have been appointed as directors of The Financial Planning Group.
News
Global Conflicts and your Financial Plan
The unfolding situation in Ukraine is deeply worrying. It is saddening to see so much suffering. Modern-day politics means that almost any event affects global markets. It is natural to be fearful during such an uncertain time. Fear is a natural, human emotion. However, acting on fear can result in disastrous financial outcomes.
An update - Face to Face meetings
Further to recent Government announcements, our offices will re-open to visitors from Monday 7th February. Our team continues to be available to all during our normal working hours and meetings remain available via zoom. If you have any questions please get in touch with our team.
Acumen Financial Planning takes place among top 100 financial planning firms
Acumen Financial Planning has been named as a Citywire New Model Advisor (NMA) top 100 firm for the fifth consecutive year.
Managing Director wins 'Good Egg' CISI award
Acumen Financial Planning Managing Director awarded ‘Good Egg’ at prestigious CISI awards
Office open for client meetings!
We are delighted to announce that our office will be open and available for face-to-face meetings from Monday 4th October.
CISI’s Financial Planning Week 11 – 15 October 2021. Sign up for free, finance sessions.
UK consumers nationwide are being offered complimentary personal financial planning sessions by qualified financial planners by experiencing the support available from financial planning, this includes help with organising finances and guidance in planning how to reach life goals and dreams.
Professional Connections Event 01.04.2021
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.
New Model Adviser Award success for Acumen Financial Planning
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 NMA Awards 2021
Acumen Financial Planning shortlisted for New Model Adviser Awards
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.
