Scottish Dental Show 2025
Medical & Dental are returning to The Scottish Dental Show on 20th-21st June!
eventsInheritance Planning Seminar (Edinburgh) 27th August 2025
Join our team on 27th August 2025 in Edinburgh for an Inheritance Planning seminar – providing expert insights into inheritance tax planning updates and strategies.
eventsRetirement Planning Seminar (Aberdeen) 17th September 2025
Retirement Planning Seminar: Start to picture your ideal retirement in Aberdeen with Acumen Financial Planning‘s ‘Ready, Set, Retire’!
eventsRhian Morgan wins top Women in Finance Award
Rhian Morgan, Director, Chartered and Certified Financial Planner, is delighted to win the ‘Best Female Financial Advisor’ at the BWS Women in Finance Awards 2025.
newsDo you need to update your Inheritance Tax plan?
Regularly reviewing your inheritance tax plan is crucial as tax rules change. Learn more about recent updates in our recent Q&A with The Scotsman.
adviceRich Pickings for Treasury
Financial Planner Andrew Sutherland explores Inheritance Tax misconceptions in The Scotsman using a case study to highlight common misconceptions.
adviceAcumen Financial Planning New Model Adviser 2025
Acumen Financial Planning, are delighted to be awarded the '2025 Citywire, New Model Adviser of the Year Award - Scotland & Northern Ireland Region' for the seventh time.
newsAcumen Financial Planning starts 2025 with the appointment of a new Managing Director
Acumen Financial Planning is starting 2025 with the appointment of Keith Mackie as Group Managing Director. Keith, who has significant experience in banking and financial services, joined Acumen Financial Planning in 2004 and was appointed a director in 2014.
newsReady, Set, Retire (Aberdeen) 5th March 2025
Thank you to everyone who came along to to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen!
eventsReady, Set, Retire (Glasgow) 24th September 2025
Join our team at Acumen Financial Planning for an inspiring evening designed to help you plan and prepare for a fulfilling retirement. Whether you have questions about your pension or want to assess if you're on track for your ideal retirement, this seminar is tailored for you.
eventsReady, Set, Inherit (Edinburgh) 14th May 2025
Thank you to everyone who came along to our Inheritance Planning seminar, ‘Ready, Set, Inherit’ on 14th May at The Bonham Hotel in Edinburgh!
eventsAcumen Financial Planning celebrating success of landmark achievements for 2024
Acumen Financial Planning celebrates growth with 17 new hires, team promotions, award wins, and a new service.
newsFree Financial Health Check Drop-in Clinics 2025
Our teams are holding free, in-person Financial Health Checks in 2025!
eventsPrioritising the best ways to pass it on
Rhian Morgan discusses with The Scotsman the importance of having the right advice, supporting families in developing a strategic and bespoke strategy that aligns with their goals.
adviceAccredited Firm of the Year 2024
We are delighted to announce we have been awarded the CISI Accredited Firm of the Year Award 2024!
newsFinancial Planning for NHS Professionals - We are back!
We are holding two further financial planning for NHS professionals sessions this November!
eventsLaura Crowe Appointed Director of The Financial Planning Group
Chartered Financial Planner and Regional Manager of our Glasgow office, Laura joined Acumen Financial Planning as Training and Competence Supervisor in 2021 and has over 20 years’ experience in financial services.
newsAndrew McRae, youngest to attain CII Chartered status in Scotland
We are delighted to announce that Andrew McRae, based at our office in Westhill, Aberdeenshire has been confirmed by the CII (Chartered Insurance Institute) as the youngest member in Scotland to achieve the prestigious Chartered status.
newsScottish Dental Show 2024
Medical & Dental exhibited at The Scottish Dental Show 2024 in Glasgow in May/June 2024!
eventsRun Balmoral 2024
Alongside our colleagues within The Financial Planning Group, we took part in Run Balmoral on Saturday 27th April 2024, raising £1,875 for the wonderful Charlie House!
newsFinancial Planning for NHS Professionals Seminar
Our team hosted interactive education sessions for healthcare professionals covering all things NHS pensions and financial planning.
eventsSpring Budget 2024 - Pension Tax is Changing
Discover pension tax, lifetime allowance (LTA) removal, and the introduction of new regulatory limits affecting pension savers.
adviceTax Year End Considerations
As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. We have outlined some key points to consider when planning for the end of Tax Year 2023/2024.
adviceCould you retire by 60?
How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards, are these expectations realistic?
adviceMind the gender gap in finance
Despite efforts by businesses and governments to tackle the gender pay gap, it remains a significant challenge for women. Estimates suggest it will take 257 years to achieve global pay equality.
adviceFive benefits of having a Financial Planner when selling your Business
Effective financial planning plays a crucial role in ensuring a smooth and financially secure business exit, particularly when you have support from an expert.
adviceAcumen Financial Planning Board of Directors Expands
We are delighted to share the news that Certified Financial Planner Rhian Morgan and Chartered Financial Planner Kevin Mackenzie have been appointed as Directors of Acumen Financial Planning.
newsWhat are Nil-Rate Tax Bands and what do they mean for Inheritance Tax?
In a recent publication with Scottish Financial News, Rhian Morgan (Acumen Financial Planning) delves into the intricacies of nil-rate bands in the context of recent proposed changes to inheritance tax by the Prime Minister.
adviceGetting Creative with Grampian Hospital Arts Trust
Not your typical morning in the office!
newsStriving to live your best financial life
Speaking with The Press & Journal in September 2023, Chartered Financial Planner Paul McCabe suggests that a less transactional approach to financial advice, focusing on long-term and holistic benefits, can significantly enhance clients' financial well-being.
adviceChapelton Bike Ride in aid of North East Sensory Services 2023
Well done to George and Chris who put in great effort in the September sunshine!
newsIs your workplace pension fit for the future?
Hear from Andy Eason, Director of Acumen Employee Benefits as he explains in the Press & Journal an employer's responsibilities under 2019 auto-enrolment legislation that extends beyond a one-time compliance exercise.
adviceWhen do you stop financially supporting your grown-up children?
In a publication in The Press & Journal, Chartered Financial Planner Alana Davidson considers the often grey area around money and adult children.
adviceEncouraging the Next Generation into Good Financial Habits
With the cost-of-living crisis, increasing rates of inflation and rising mortgage costs, financial advice is not limited to those planning, or enjoying retirement.
adviceAssessing your Investment Risk Tolerance
Common questions asked when it comes to investment risk.
adviceWhy we should talk about Protecting and Growing Family Wealth
Good financial planning is important to families at all stages of their lives. That could be those looking to help younger people find their feet, or those preparing to hand a business over to their children.
adviceSteps to consider: Financial Planning for Business Owners
As a business owner, your business is one of your most important financial assets. But the profitability and value of a business can be unpredictable, so it's important to have a financial plan in place.
adviceThe importance of having a plan (and sticking to it!)
As glimmers of Spring start to appear, it’s often useful to pause for breath and ensure you have started the year how you intended. Those grand plans dreamt up at the end of last year and into the next, how are they still shaping up? Do they continue to energise you, or have you fallen into your old habits?
adviceMoney and Finance Magazine – Empowering your future.
Director of The Financial Planning Group and Financial Planner, Rhian Morgan offers her insight into how fostering financial empowerment from women could be transformative.
adviceStaying Invested in Volatile Times
Sue Williamson, Chartered Financial Planner at Acumen Financial Planning explains why it is important to stay invested in volatile markets and avoid the temptation to cash out during these times.
adviceGoing Back to School - Financial Education Sessions in the Community
As part of our ongoing collaboration with local schools in and around Aberdeenshire and Developing the Young Workforce (DYW), our team were kindly welcomed into Kemnay Academy to speak with S4, S5 and S6 pupils about financial education.
newsDiversification…the only free lunch?
With the recent cost of living increases that we’re all enduring, having different options at your disposal is always a good idea. Recent article written by Chartered Financial Planner Chris Hewson, published in the Press & Journal.
adviceWorking well with your Financial Planner
Article contribution from Philip Gauld, Financial Planning Manager at Acumen Financial Planning, in the Scottish Field Retirement Living feature April 2022.
adviceTFPG Director Appointment Announcement
Rhian Morgan and Kevin Mackenzie have been appointed as directors of The Financial Planning Group.
newsGlobal 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.
adviceESG Investing
While industry headlines may lead on ESG investing as the best and most responsible investment option, it’s important to understand exactly what is involved and if it’s right for your own financial journey.
adviceManaging Director wins 'Good Egg' CISI award
Acumen Financial Planning Managing Director awarded ‘Good Egg’ at prestigious CISI awards.
newsTop Ten Tips for a Happy Retirement
Fancy shortening your working life or cruising the world in your golden years? Everyone needs a retirement plan and while constant changes in pensions legislation make it seem like the goalposts keep moving, a few canny moves can help you secure the retirement you desire.
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