


Inheritance Planning Seminar (Edinburgh) 14th May 2025

Ready, Set, Retire (Aberdeen) 5th March 2025
Thank you to everyone who came along to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen! The evening, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker John Dargie from Blackadders, was dedicated to helping you prepare for retirement. We explored: Navigating

Financial Health Check Clinics 2025 (Aberdeen)
Free Financial Health Check Clinics: Your Path to a Secure Financial Future Weβre excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking for an informal chat with one of our qualified financial planners about your retirement

Free Financial Health Check Clinics 2025 (Glasgow)
Free Financial Health Check Clinics: Your Path to a Secure Financial Future Weβre excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking to have a dedicated chat with one of our qualified financial planners about your

Financial Health Check Clinics January 2025 (Edinburgh)
Upcoming Dates 20th January 2025 21st January 2025 22nd January 2025 23rd January 2025 What to Expect Time: 12:00 PM β 2:00 PM Format: By appointment only. We can help you: Assess your current pension and investments. Explore retirement strategies tailored to your

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) awards ceremony held at the Old Trafford Cricket Ground, Talbot Road, Manchester on Tuesday