Acumen Financial Planning - Glasgow

Acumen Financial Planning - Glasgow Award-Winning Financial Planning Firm helping clients achieve their financial promise. FCA Regulated.

Our offices are now closed for the festive period. We wish you all a Merry Christmas and best wishes for 2023.
23/12/2022

Our offices are now closed for the festive period. We wish you all a Merry Christmas and best wishes for 2023.

Will you be retiring next year? Speak with one of our Financial Planners for personalised and tailored financial advice....
20/12/2022

Will you be retiring next year?

Speak with one of our Financial Planners for personalised and tailored financial advice.

http://ow.ly/6Wee50LFNl6

Last month, we were delighted to hold sessions with 4th and 5th year pupils at Kemnay Academy, covering topics from pa...
12/12/2022

Last month, we were delighted to hold sessions with 4th and 5th year pupils at Kemnay Academy, covering topics from payslips to pensions, to budgeting and bank accounts.

A big thank you to the teachers and pupils for having us!

If you think about a financial planner as a personal trainer for your financial goals, that is at the heart of what we d...
07/12/2022

If you think about a financial planner as a personal trainer for your financial goals, that is at the heart of what we do.

If you are keen to discover how you can make those financial dreams a reality, get in touch with the team who can make it happen.

Book a no-obligation meeting today.

https://calendly.com/acumenfp

Is your financial plan fit enough to go the distance?Financial planners are similar to personal trainers - we can help y...
04/12/2022

Is your financial plan fit enough to go the distance?

Financial planners are similar to personal trainers - we can help you set goals, evaluate your current position, implement your plans and review your progress regularly.

Get in touch to discover your financial fitness.

http://ow.ly/xG2250Lxtxo

Pension Myth 3 - "You only have one pension pot."This may or may not be true. Researching old pension pots can often be ...
02/12/2022

Pension Myth 3 - "You only have one pension pot."

This may or may not be true. Researching old pension pots can often be put on the back burner, however you may well have contributed to a few retirement schemes through auto-enrollment over the years that will have added to your pension fund's value.

Read the full article for further information and get in touch with our team to see how we can help unfold those pension mysteries.

http://ow.ly/V84h50LxmZA

26/11/2022

Many of our clients would like to pass on wealth to their loved ones before or after they are gone, and do so in the most tax-efficient way.

With good financial planning, you can be given a clear view of the 'what if' scenarios and the key factors to consider when it comes to estate planning and inheritance tax.

Find out more:

http://ow.ly/O0aV50LxBip

Pension Myth 2 - "The process for claiming your pension is complicated."You can obtain a state pension forecast online t...
25/11/2022

Pension Myth 2 - "The process for claiming your pension is complicated."

You can obtain a state pension forecast online through the Government website or head to your local Post Office for a BR19 form, and the good news is that the process is actually relatively straightforward.

Read the full article to find out more about claiming your pension:

http://ow.ly/qoRe50LxlZy

Big decisions are not quite so daunting with expert advice. Arrange a no-obligation meeting with our team today. http://...
23/11/2022

Big decisions are not quite so daunting with expert advice.

Arrange a no-obligation meeting with our team today.

http://ow.ly/JFnx50LFBHV

Responsible for your business? Time to review your employee benefits? Our friendly team at Acumen Employee Benefits can ...
21/11/2022

Responsible for your business? Time to review your employee benefits?

Our friendly team at Acumen Employee Benefits can help provide the most rewarding benefits package that works for your team and your business.

Discover more:

http://ow.ly/vQ3b50Lk9Om

Pension Myth Number One - Your pension will be paid automatically.In a recent article, Nigel Saunders pulls together som...
18/11/2022

Pension Myth Number One - Your pension will be paid automatically.

In a recent article, Nigel Saunders pulls together some common misconceptions around pensions and discusses how, with the right advice, anyone can plan for a happy and well-earned retirement.

Read the full article:

http://ow.ly/mZbt50LxlNg

Address

24 Newton Place
Glasgow
G37PY

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 2pm

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