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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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