Unlocking Financial Success for Business Owners
Owning a business demands strategic financial planning to ensure both your enterprise and personal future remain secure. As a business owner, you’re likely dedicating significant effort to making your...
View ArticleAberdeen Seminar: Ready, Set, Retire
Tickets are now available for our upcoming Ready, Set, Retire Seminar on Wednesday, 6th of November, 2024, at 18:00 at the Village Hotel in Aberdeen. This evening is dedicated to helping you prepare...
View ArticleFamily Wealth & Philanthropy – CPD Event 26th September 2024
Join us on Thursday 26th September from 12pm at The Caledonian, Edinburgh to explore the crucial collaboration between legal professionals and financial planners in serving client families effectively....
View ArticleReady, Set, Retire (Glasgow) 20th November 2024
Tickets are now available for our upcoming Ready, Set, Retire Seminar on Wednesday, 20th of November, 2024, at 18:30 at Radisson Blu, 301 Argyle Street, Glasgow. This evening is dedicated to helping...
View ArticleReady, Set, Retire (Edinburgh) 21st November 2024
Tickets are now available for our upcoming Ready, Set, Retire Seminar on Thursday 21st November 2024 at 18:30 at The Bonham Hotel, Edinburgh. This evening is dedicated to helping you prepare for...
View ArticleWhat if I live until I’m 100?
Aegon’s research, “The Second 50,” addresses the changing dynamics of life expectancy, with 25% of children born today expected to live to nearly 100. This shift impacts traditional retirement...
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The Acumen team top achievers at CII Celebrating Excellence Event in Aberdeen
The Future of Financial Planning and Risk Management – Celebrating Excellence event in Aberdeen held on 3rd October in Aberdeen, strengthened ties between member organisations and local schools,...
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Acumen Financial Planning win CISI Accredited Firm of the Year 2024
We are delighted to announce that we have been awarded the prestigious title of Accredited Financial Planning Firm of the Year at the recent Chartered Institute for Securities and Investment (CISI)...
View ArticlePrioritising the best ways to pass it on
If you are considering the best ways to protect your wealth and plan for the future, Director and Certified & Chartered Financial Planner, Rhian Morgan, discusses with The Scotsman the importance...
View ArticleAutumn Budget Update
Budget brings changes for planning Retirement, Pensions and Capital Gains Tax. Further to the Autumn Budget this week and as with previous budgets, the devil is in the detail. Our role as financial...
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