Acumen Financial Planning has been recognised as among the
best in in the UK as it was selected as a Citywire New Model Advisor (NMA) Top
100 Firm.
Receiving the honour for the sixth consecutive year, the
Aberdeenshire based company, which also has offices in Edinburgh, Elgin and
Glasgow, received the recognition for making its mark on clients and
communities.
Pitted against other successful firms in the financial
planning community in the UK by NMA, Acumen was scored against a meticulous
point-scoring system. Judges looked for evidence in areas including willingness
to share best practice, client education, recruitment, contribution to
professional standards as well as employee development, robust investment
propositions, client service propositions and good use of technology.
In addition to their core service of Retirement and Pension
advice, Acumen are huge advocates for financial education and continue to
develop their relationships with schools and universities. In the past year the
team has developed its financial education video series for schools, which can
now be accessed by all secondary schools. The videos cover topics including
tax, payslips, credit cards and debt.
Keith Mackie, Director of Acumen Financial Planning, said: “We are honoured to be
recognised again on a UK wide stage in the New Model Advisor Top 100 list for
2022.
“Despite the external challenges affecting everyone over
the last year, it has been a positive period for us continuing to deliver the
highest quality financial planning service to clients and we’re proud to be
recognised as leaders in the financial planning industry.
“The judging system is a rigorous one and being named at
this level is a great achievement. It is of course testament to our fantastic
team and I would like to say a huge thank you to them all for their continued
hard work and support of the business.”
This UK wide listing also puts Acumen forward for the New
Model Advisor Awards for the Scotland and NI category, an accolade won by the
team four times in recent years. The winners in each regional category will be
announced in January 2023.
Acumen offers a comprehensive financial planning service
with a focus on pensions and retirement planning, as well as tax and estate
planning, savings and investments.
For more information on Acumen Financial Planning please
visit https://www.acumenfp.com/