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Acumen Financial Planning grows its west of Scotland presence
Acumen received the Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI) awards ceremony held at the Old Trafford Cricket Ground in Manchester.
Open to accredited financial planning firms across the UK, the awards were held as part of the annual CISI Financial Planning Conference.
Along with some of the leading firms in the UK, Acumen Financial Planning was judged on its business performance, innovation, service excellence and overall impact on the financial planning profession.
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Accredited financial planning firms must demonstrate excellence across the board, and they deliver a comprehensive financial planning service, helping clients achieve their life goals.
Keith Mackie, director of Acumen Financial Planning, said: “We are delighted to receive this award which recognises Acumen Financial Planning as one of the top financial planning firms in the UK. It is testament to our teams across all of our offices.
“This is now the third time we have received this award, once again underlining our continued focus on our clients’ needs while delivering a financial planning service that is second to none.”
Established in 2002, Acumen Financial Planning has gone from strength to strength in recent years with sustained high levels of growth and a team of 87 staff providing clients with independent advice on pensions and retirement planning, savings and investments, inheritance, and tax planning.
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The firm is headquartered in Westhill, Aberdeenshire with offices in Edinburgh, Elgin, Glasgow and Peterhead. Acumen Financial Planning is the only firm to win this award three times.