Kevin Mackenzie
Director
Kevin joined the Aberdeen office in August 2008 as a Financial Planner, was appointed as a Director of The Financial Planning Group in 2022 and a Director of Acumen Financial Planning in 2023. Kevin gained his Chartered Financial Planner status in May 2023.
A qualified pension transfer specialist, Kevin specialises in complex pension arrangements and helping couples divide matrimonial assets in the event of divorce.
Kevin sits on the national committee for Consensus Scotland and is also a trainer for new Collaborative professionals.
What do you like most about working at Acumen Financial Planning?
“Building long term relationships with clients and helping them achieve their financial goals while ensuring they never run out of money.”
What has been your proudest career achievement to date?
“Becoming a qualified pension transfer specialist in 2008.”
What’s the best advice you’ve ever received?
“Treat others how you wish to be treated yourself.”
Articles by Kevin Mackenzie
10 Steps to Protecting Intergenerational Family Wealth