Before we meet your family, let us introduce you to ours.
Family Wealth is a bespoke financial planning service, part of award-winning Acumen Financial Planning, advising clients on their wealth, for multiple generations. Based in Scotland, serving clients across the UK, our team of financial planners and consultants draw on wide-ranging expertise and experience to help you protect, grow, and pass on your wealth to the next generation.
Your Family Wealth Planners
At the heart of our team, you will find our Directors, Kevin Mackenzie and Rhian Morgan – two faces you will become well acquainted with when you engage with Family Wealth.

With 25 years of experience in the financial services industry, Kevin has helped many families to optimise their finances and protect their wealth. As a specialist in complex pension arrangements, Kevin is well-versed in managing and protecting family wealth, offering peace of mind across a range of financial circumstances and scenarios. Kevin is part of the national committee for Consensus Scotland, working as a financial neutral in divorce matters.

Rhian’s extensive knowledge spans a variety of categories and niches, including Family Wealth, Estate Planning, Succession Planning, Intergenerational Planning, Tax Planning, Trust Taxation, and Investment Planning. With a deep understanding of how finances and families evolve, Rhian ensures you have a plan in place that adapts for you and the needs of your family.

Our Heritage
As we continue to work together, your family’s portfolio will be expertly managed by one of our specialist financial planners. However, we understand that when it comes to managing your family’s wealth, it takes a team.
Powered by Acumen Financial Planning, Family Wealth is reinforced by a 22-year history of helping people reach their financial goals. This 70 -strong team of financial planners, paraplanners, and support staff provides Family Wealth with the additional resources and expertise needed to provide you with a fully comprehensive family wealth management service.
A multi-award-winning Chartered and Accredited firm, Acumen Financial Planning provides financial planning services including pensions, retirement planning advice, investments, and tax and estate planning. With offices in Aberdeenshire, Edinburgh, Glasgow, Elgin, and Peterhead, serving clients across the UK.
Family Wealth is a development of these core services for clients who have built up wealth and require specialist advice with philanthropy, estate planning and tax mitigation and advice. Part of a wider group of companies that sit under the umbrella of The Financial Planning Group, a diverse mix of financial services companies that service private clients and businesses.
They knew our preferences and made practical suggestions about our investment options and their advantages and disadvantages. They pointed out any tax implications and liaised with our solicitor, making the process run smoothly for us.
Family Wealth Client – Peterhead, Scotland
Our Ethos
Our mission is to empower you to preserve, increase and transition your family wealth, in harmony with your core values.
Our Process
When we enter your family dynamic, we handle every single query and concern with compassion and sensitivity so that everyone feels heard, valued, and understood.
By working in conjunction with The Financial Planning Group and trusted professional partners from the legal sector, we provide you with well-rounded expertise and a comprehensive service.
Your time is better spent focusing on the things that mean the most to your family, so we devote our time to strategy building and solutions that align with your vision and values.
Though family wealth planning is multi-faceted, we aim to lay each element out as simply as possible, providing the options, pros and cons that lead to clear and informed decision-making.
Start writing the next chapter in your family’s story
Get in touch to arrange a consultation with a Family Wealth Financial Planner