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Experience underpinned by ethics

Acumen Financial Planning Limited is an independent company based in Aberdeen serving private and corporate clients throughout Scotland and beyond.
Comprehesive financial planning requires a multi-disciplined approach to problem solving. Members of our team hold the Institiure of Financial Planning internationally recognised Certified Financial Planner (CFP) Licence. These individuals have taken the extra step to demonstrate their professionalism by voluntarily submitting to the meticulous & demanding license process.

Whatever stage in life you may be, our approach is very much a case of helping you to help yourself. You remain in control of your finances at all times but through regular planning meetings with us, we may advise on re-aligning your assets to take full advantage of tax legislation or to reduce risk. Against a background of a comprehensive financial plan, we advise on:

• Personal and Corporate Taxation • Life and Income Protection
• Succession planning and exit route planning • Mortgages*
• Investment management • Divorce
• Self invested pensions • Long term care
• Offshore investments • Estate planning
• Retirement planning  

Acumen Financial Planning Limited are authorised and regulated by the Financial Services Authority.

*Your home is at risk if you do not keep up repayments on a mortgage or other loans secured on it.
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.