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Family Wealth CPD Seminar (Glasgow) 28th August 2025
May 2025

Family Wealth CPD Seminar (Glasgow) 28th August 2025

Join our Family Wealth team for our latest CPD event, ‘Family Wealth & Philanthropy’ – an engaging and informative seminar tailored specifically for legal professionals.

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Rhian Morgan wins top Women in Finance Award
May 2025

Rhian Morgan wins top Women in Finance Award

Rhian Morgan, Director, Chartered and Certified Financial Planner, is delighted to win the ‘Best Female Financial Advisor’ at the BWS Women in Finance Awards 2025.

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New Model Adviser Winner 2025
Jan 2025

New Model Adviser Winner 2025

Acumen Financial Planning are delighted to be awarded the ‘2025 Citywire, New Model Adviser of the Year Award – Scotland & Northern Ireland Region’ for the seventh time.

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Starting 2025 with the appointment of a new Managing Director
Jan 2025

Starting 2025 with the appointment of a new Managing Director

Acumen Financial Planning is starting 2025 with the appointment of Keith Mackie as Group Managing Director. Keith, who has significant experience in banking and financial services, joined Acumen Financial Planning in 2004 and was appointed a director in 2014.

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