Mar 2024

Financial Planning for NHS Professionals Seminar

Join our specialist team on 23rd April for a relaxed, interactive education session covering all things NHS pensions and financial planning.

events
Mar 2024

Spring Budget 2024 - Pension Tax is Changing

Discover pension tax, lifetime allowance (LTA) removal, and the introduction of new regulatory limits affecting pension savers.

advice
Mar 2024

Tax 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.

advice
Dec 2023

Could 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?

advice
Nov 2023

Mind 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.

advice
Nov 2023

Acumen 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.

news
Oct 2023

What 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.

advice
Sep 2023

Striving 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.

advice
Aug 2023

Is 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.

advice
Aug 2023

When 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.

advice
Jul 2023

Encouraging 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.

advice
Jun 2023

Assessing your Investment Risk Tolerance

Common questions asked when it comes to investment risk.

advice
May 2023

Steps 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.

advice
Mar 2023

The 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?

advice
Dec 2022

Money 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.

advice
Dec 2022

Staying 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.

advice
Oct 2022

Diversification…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.

advice
Apr 2022

Working 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.

advice
Mar 2022

TFPG Director Appointment Announcement

Rhian Morgan and Kevin Mackenzie have been appointed as directors of The Financial Planning Group.

news
Mar 2022

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.

advice
Feb 2022

ESG 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.

advice
Oct 2021

Managing Director wins 'Good Egg' CISI award

Acumen Financial Planning Managing Director awarded ‘Good Egg’ at prestigious CISI awards.

news
Apr 2019

Top 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.

advice

Do you have a news or media enquiry about our firm? Our Marketing team will be happy to help.

Get in Touch