Acumen Financial Planning Glasgow

Thursday 19 November 2020

As we reach our 18th year in business, the demand for independent financial advice remains strong. Since March we have managed a seamless transition of our team of 62 employees across the group, remaining fully operational and serving our clients online, with three new members joining our team.

Managing Director Sandy Robertson commented

“In 2017 Acumen Financial Planning approached by the owners of Forty Two Financial Planning when, for personal reasons, they were seeking to exit the business they had successfully created in the outskirts of Glasgow. Security of their staff and care of their clients was of extreme importance to them under our ownership the business continued successfully as Forty Two Financial Planning. In 2019 Tom Hyslop joined to head up Forty Two Financial Planning bringing with him many years of experience and we now feel the time is right to bring Acumen Financial Planning’s capabilities to Glasgow by merging Forty Two Financial Planning into Acumen Financial Planning.”

This development will offer more opportunities for recruitment in the Glasgow area and strengthens our position across Scotland as one of the leading independent financial planning firms.

Chartered Financial Planner, Tom Hyslop added,

“The Forty Two Financial Planning team is delighted to be integrating with Acumen Financial Planning. We have been stablemates, under “The Financial Planning Group”, for three years and have worked particularly closely, over the last 12 months, to make sure we are ready to represent Acumen Financial Planning in the West of Scotland. We are excited to be part of the team and feel confident that this merger strengthens our advice offering while maintaining the excellent personal service that our clients have been used to for over 20 years.”

For more details on this and other developments within Acumen Financial Planning or The Financial Planning Group, please contact Jill Lepre, Marketing Manager on 01224 392350.

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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