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
Professional Connections Event 10.12.2020
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.
Acumen Financial Planning Glasgow
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.
An update from Acumen Financial Planning
A message from our team to yours in these unprecedented times.
Face to Face meetings at our offices.
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.
Employer Event in Aberdeen Postponed
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
Statement March 2020
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 2019
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.