August 2003

NORWICH UNION MANAGER JOINS ACUMEN

Former Norwich Union regional manager, Bill Saunders, has joined Aberdeen-based Acumen Financial Planning as a consultant. Bill brings over 20 years of financial services experience to the firm, much of that time being spent with two of the UK's leading insurance companies, Scottish Widows and Norwich Union.

With a proven track record in independent financial advice management, Bill brings a wealth of financial services experience and specialises in advising clients on investments, pensions and protection.

Bill learnt his trade with small brokers before joining Scottish Widows in 1988 where he worked for nine years. He then joined Norwich Union in Aberdeen where he has spent the last six years working in both sales and managerial capacities.
Originally from Surrey, Bill has looked for a new challenge in joining Acumen's financial planning department.

He said: "Although I have experience dealing directly with customers, a great deal of my career has been spent working on a business-to-business basis, so joining Acumen presents me with a fresh challenge. During my time with Norwich Union, I dealt with many high net-worth clients looking at the complete area of retirement options, such as pension fund withdrawal, phased retirement and annuities. Going forward, I hope to use this experience to benefit Acumen's clients."

Managing Director of Acumen, Sandy Robertson, commented: "Acumen is unique in the North-East of Scotland in that we provide a comprehensive service of financial planning, tax planning and accountancy. The appointment of Bill highlights Acumen's ambition and our commitment to being recognised as the leading financial planning company in the North-East of Scotland."