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Acumen Financial Planning Ltd
       
 
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Acumen Financial Planning Ltd
 
 
Overview: 

Acumen Financial Planning Limited is an independent company based in Aberdeen serving private and corporate clients throughout Scotland and beyond.
Comprehesive financial planning requires a multi-disciplined approach to problem solving. Members of our team hold the Institiure of Financial Planning internationally recognised Certified Financial Planner (CFP) Licence. These individuals have taken the extra step to demonstrate their professionalism by voluntarily submitting to the meticulous & demanding license process.

Whatever stage in life you may be, our approach is very much a case of helping you to help yourself. You remain in control of your finances at all times but through regular planning meetings with us, we may advise on re-aligning your assets to take full advantage of tax legislation or to reduce risk. Against a background of a comprehensive financial plan, we advise on:
• Personal and Corporate Taxation
• Life and Income Protection
• Succession planning and exit route planning
• Mortgages
• Investment management    
• Divorce
• Self invested pensions    
• Long term care
• Offshore investments    
• Estate planning
• Retirement planning     

Acumen Financial Planning Limited are authorised and regulated by the Financial Services Authority.


 
 
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