Use it or lose it – don’t let this year’s tax allowances go to waste

TFPG Director Appointment Announcement

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

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.

Our office is open!

We are now offering face-to-face meetings for our clients, and we are all looking forward to seeing you again. We have Covid and social distancing measures in place for your arrival to ensure your safety and comfort when visiting our offices.

ESG Investing

Christmas Opening Hours

Our offices will close from Thursday 23rd December until Wednesday 5th January. We wish you all a Merry Christmas and a Happy and Healthy New Year.

An update - Face to Face meetings

Further to recent Government announcements, our offices will be open for all face to face meetings from Monday 7th February.

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.

Financial Planner joins the team

Team M&D develops with Financial Planner, Chris Hewson joining the team!

Interested in joining our team?

We are currently looking for a Trainee Financial Planner to join our team in Aberdeen.

What is a financial advisor or financial planner?

The term financial advisor can apply to a wide variety of people or to digital services called robo-advisors. This umbrella term can also include financial planners, who have a special designation for qualification.

The Brexit Effects On Investments And Savings

The average family in the UK has very few investments and so may feel that financially they will not feel the Brexit effects on investments. However, this is not always the case. Everyone who pays into a pension and has a mortgage or pays rent will feel the effects of this momentous decision to split from the EU.