Acumen Financial Planning, one of the leading independent financial planning firms in the UK, have been awarded the '2017 Citywire, New Model Adviser of the Year Award - Scotland & Northern Ireland Region'.
The New Model Adviser Awards held annually in London, were hosted this year by writer and broadcaster Gyles Brandreth and reward the top firms in financial planning across the UK. Entrants are judged over the previous 12 months on business performance and processes, professional qualifications, client education and communication, charity work as well as recruiting and developing new talent in the Financial Services Profession.
On winning the award, director Keith Mackie said
"It is a real credit to everyone at Acumen Financial Planning to win this award. This particular award casts the net wider across the whole of the financial planning community in the UK and so provides us with further confirmation that we are providing an excellent service to our clients."
This latest accolade follows on from receiving the prestigious title of Accredited Financial Planning Firm of the Year 2016 from the Chartered Institute for Securities & Investments at their annual Financial Planning Conference last October.
Established in Aberdeen in 2002 by Managing Director Sandy Robertson, Acumen Financial Planning, an Accredited and Chartered Financial Planning Firm provides financial planning advice on Retirement Planning and Pensions; Investments and Savings; Tax & Estate Planning & Financial Planning for business.
With one of the highest qualified teams of financial planners in Scotland, the firm currently has 35 staff and offices in Aberdeen, Edinburgh, Elgin and Peterhead.