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Our Clients

Our clients form a broad spectrum of individuals, couples and families who have or continue to work within the medical and legal, education, oil and gas sectors. Many of whom hold senior positions within their chosen profession, are contractors or business owners.

Selecting a financial planning service is about people, relationships and trust. While our clients’ plans and requirements are unique to them, they all share a need for independent financial expertise.

In order to maintain and improve our services, we often ask for feedback. Hear from our clients:

John Fowler, Client of Keith Mackie 

“My initial thoughts on financial planning were minimal to non-existent. It was always easy to say “I’ll think about that next month / next year” and then never doing anything about it. AFP were quickly able to assess my current financial situation and provide an accurate and detailed overview of the options available to me including pulling together my already accumulated pensions into the one pension “pot”.

The process with AFP was very straight forward. I now contribute to my pension on a monthly basis with a “top-up” typically made at the end of each financial year, ensuring I maximise the tax efficient payment made into my pension. AFP provide me with a quarterly statement / update on how my pension is performing with an annual face to face meeting taking place to catch up on any personal developments that have taken place over the course of the year.

Having now been involved with financial planning for nearly 4 years, AFP has helped me to establish and understand my financial goals. Many of my friends and colleagues put off the task of financial planning and dismiss it as not being relevant due to their relatively young age, however the sooner you start financial planning and working towards an “end goal” the more manageable, and in many ways achievable, the task becomes. It’s a process I have, and will continue to encourage others to undertake whenever the topic comes up in discussion.”

Elisabeth Wilson, Client of Rhian Morgan

“I would recommend Acumen Financial Planning as I have always found those responsible for managing my account to be extremely knowledgeable, and with a relationship built on many years of trust. I have absolute confidence that they act in my best interests at all times.

Working closely with Acumen has allowed me to be flexible with my career and achieve goals in life that would have otherwise had to wait until after retirement. With their guidance I have been able to prepare for the unexpected, safe in the knowledge that my wish to help others can continue even when I cannot.”

Client of David Gow 

“I initially contacted David about 6 years ago for a pension review. At that time, I needed to understand if I was on track for my retirement or if I needed to take any further actions.

I met up with David and was very impressed by the clarity of the advice, professionalism and how approachable he was. David carried out a detailed analysis of my finances and life plans alongside gaining an understanding of my relative priorities and highlighted areas that I hadn’t considered. All of my options were presented back and walked through in a way that was easy to understand. This was helped by the investment in good technology which brought the numbers to life. I left feeling reassured and confident that I had a robust plan in place.

More recently, when I faced a number of challenges when a shift in my life plans left me a bit lost financially, David was able to pick up the multitude of elements, make sense of them and play back a new scenario that gave me a financial way forward. It’s easy to underestimate the weight that is lifted when you know you have a good financial plan in place and someone as competent as David is watching over it for you. I place a very high value on the services provided. David has consistently demonstrated excellent knowledge, clear thinking, client focus and a great ability to translate and present information in a usable way.

I initially selected Acumen Financial Planning based on the excellent reviews and the high number of industry awards they had received. Now I wouldn’t hesitate to recommend the services based on my own person experiences and fully understand why the reviews are so good and the awards so plentiful.”

Client of Keith Mackie

“Fantastic service! We have no hesitation in recommending Acumen Financial Planning to look after any investment. Keith Mackie and his team have looked after our pension portfolio for some 10 years or so, and acting on the sound advice given, we have seen the value increase way beyond our expectations. This means that we can now live our retirement years comfortably, safe in the knowledge that our pension is being well looked after.

On a personal level, we have always found Keith to be easy to talk to, fully taking on board our needs and personal circumstances and always taking the time to make sure we understand everything. All in all a fantastic service.”