Acumen Financial Planning
4.9 / 5
Acumen Financial Planning is an independent, award-winning Chartered and Accredited firm helping clients across the UK achieve their full financial promise. Established in 2002, we’ve grown from a small team in the north-east of Scotland to one of the country’s leading financial planning firms, with offices in Aberdeen, Edinburgh, Elgin and Glasgow. We deliver holistic, personalised financial planning that’s built on trust, transparency, and long-term relationships - providing expert advice on pensions, investments, retirement, and estate planning. What sets us apart is our people and our approach: professional yet down-to-earth, forward-thinking yet grounded in strong values. As one of the few firms in the UK to hold both Chartered and Accredited status, we’re proud to uphold the highest standards of integrity, ethics, and professionalism in everything we do.