Accredited and Chartered Financial Planning Firm Acumen Financial Planning is pleased to announce key appointments to the firm.
Sue Williamson, a Chartered Financial Planner, and Alan Whittle, Compliance and Training Manager, both joined the team at the end of 2015. Niall Sharry, a Chartered Financial Planner with over 30 years’ experience joined the team in January 2016.
Managing director Sandy Robertson, in announcing these appointments said
“We pride ourselves on being the architects of financial promise. We are leaders, not followers in our profession and provide the highest calibre of counsel to companies, business owners and private individuals alike.
"We are delighted to have Sue, Alan and Niall join our team. They bring a significant amount of experience to Acumen Financial Planning.”
Sue Williamson joins the team with more than 20 years’ experience in the financial planning arena, specialising in financial planning for private clients, including retirement planning, pensions and financial planning through divorce.
Alan Whittle joins the team with significant experience in Compliance and technical roles in Aberdeen and Edinburgh. Alan is Deputy President of the Chartered Insurance Institute of Aberdeen.
Naill Sharry has over 30 years’ experience in Financial Planning and Corporate financial roles. His role at Acumen Financial Planning will be working with private clients, contractors and business owners on all aspects of Financial Planning and Retirement Planning.
Innovation is at the heart of Acumen Financial Planning’s culture. As an example, the company has designed bespoke planning tools and processes to ensure clients receive a crystal clear view on the financial direction in which they are headed.
The independent Financial Planning Firm has gone from strength to strength in recent years with sustained high levels of client referral, retention and new business. The company now employs 29 staff over five sites across the UK with the most recent office in Elgin opening in 2014.
Sandy Robertson added:
“Whilst we expect 2016 to be a challenging year for many, particularly in the Aberdeen area, there remains a clear need for pro-active and innovative financial planning – indeed perhaps even more so for those going through unexpected changes in employment, with a requirement to review their options for redundancy or pensions.
"Notwithstanding, we remain focused on our plan to build a team of outstanding people who will deliver exceptional service to clients long into the future.”