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A relationship based on teamwork

Our commitment to you
• We will always provide a friendly, courteous and responsive service
• We will act with integrity, honesty and openness
• We aim to meet deadlines set. If circumstances are outside our control we will let you know well in advance
• We will never mailshot you with promotional material provided by insurance or investment companies
• We seldom arrange investment related business on a front-end commission basis. Large commissions can detract from advisor objectivity
• We always aim to add value by exploiting tax breaks whenever possible

Your commitment to us
• You will be honest and open about your future plans for you and your family
• You will provide all the financial information required. This is very important if we are to provide the level of service proposed
• You will pay your fees as agreed
• You will consider recommending Acumen to those who would benefit from our expertise

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.