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Our clients

Our clients are typically company directors, partners in professional firms, business owners and individuals who have significant levels of income and/or net worth. They expect a certain standard of professionalism and we ensure they get a bespoke service tailored to their individual requirements.
Financial planning is not just for individuals. We advise companies on financial matters typically in relation to their corporate and tax structures, extracting income/gains for shareholders/directors and, when appropriate, preparing the business for sale in the most tax-effective way.

At Acumen, financial planning is dictated by our clients’ interests and not biased by the lure of commissions which can be earned from certain financial products. Primarily fee-based, we provide an ongoing service, dispensing advice without fear or favour to help our clients achieve their life goals.

If you want more details on our services contact Bill Saunders on 01224 573904 or on Email bill.saunders@acumen.info
Companies in the Acumen Group include Acumen Accountants and Advisors Limited, Acumen Financial Planning Limited and Acumen IT Consultancy Limited. Acumen Financial Planning Limited are authorised and regulated by the Financial Services Authority. Acumen Accountants and Advisors Limited are registered to carry out audit work and are regulated for a range of investment business activities by the Association of Chartered Certified Accountants but are not authorised and regulated by the Financial Services Authority. Acumen Financial Planning Limited, Registered in Scotland number 215343, VAT Number 894 6221 94. Acumen Accountants and Advisors Limited, Registered in Scotland number 153885, VAT Number 894 6221 94. Acumen IT Consultancy Limited, Registered in Scotland number 284749, VAT Number 859 474862. Acumen Holdings (Aberdeen) Limited, Registered in Scotland number 215503, VAT Number 894 6221 94. Registered office, Commercial House, 2 Rubislaw Terrace, Aberdeen, AB10 1XE.