0131 268 0014
Based in Edinburgh
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FCA Regulated
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 December 2025
David and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
David has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
David has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 September 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
27
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
27 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
https://www.youtube.com/watch?v=xCe7cw48cNs One of Scotland's leading Financial Planning Practices, with offices in Edinburgh, Glasgow, Aberdeen, Elgin and Peterhead. Dedicated to true Financial Planning, David holds the coveted Certified Financial Planner License which is worldwide qualification administered by the Institute of Financial Planning. The practice offers comprehensive financial planning which requires a multi-disciplined approach to problem solving to private and corporate clients throughout Scotland and beyond. We are an independent financial planning practice, serving clients in Scotland and throughout the rest of the UK. We are privately owned and totally independent. We advise on a range of financial issues, some straightforward and some more complex. We are team players, collaborating with accountants, lawyers and other professionals on complex matters, either as lead advisor or in a supporting role. Acumen Financial Planning are a multi award winning firm, winner of the 'New Model Adviser of the Year' award for Scotland and Northern Ireland five times, most recently in 2023 and the prestigious CISI Accredited Firm or the Year in 2016 and 2018.