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December 2004

Acumen Financial Planning expands to the Central Belt

Financial Planner Duncan Glassey has joined Acumen Financial Planning Limited to provide advice to clients in the central belt. Duncan is the author of Financial Freedom: Using The WealthFlow System (published January 2005). He specialises in holistic personal financial planning with an emphasis on life planning. Prior to working with Acumen Financial Planning, Duncan was Personal Financial Planning Director at a leading private client law firm in Edinburgh. A category winner of Planned Savings Magazine's Financial Planner of the Year 2000 (category: Investment and Investment Planning), he serves on the Scottish branch committee of the Institute of Financial Planning. Duncan is an Associate of the Institute of Financial Planning, a member of the Society of Financial Advisers, a pension transfer specialist, an accredited mediator, and holds the internationally recognised Certified Financial Planner (CFP) Licence. This new appointment will enable Acumen Financial Planning Limited to extend their financial planning services to the Central Belt, with offices on Princes Street, Edinburgh and St Vincent Street, Glasgow.
Duncan can be contacted on 0131 2476808 or 0141 2496539 or at duncan.glassey@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.