Acumen Financial Planning

02/06/2026

We all want to financially support our children as they move through various life stages.

However, with the rising living costs associated with further education, how do we balance that support with our own retirement plans?

In our latest The Scotsman Money column, we dive into this topic and how you can start planning to accommodate both.

Read more here -

Q&A Jonathan Whan of Acumen Financial Planning gives guidance on educational costs.

27/05/2026

Acumen Financial Planning has been shortlisted at the Professional Paraplanner Awards 2026.

Our paraplanners play a significant role in ensuring we continue to provide outstanding service to our clients, and we are immensely proud to see their hard work and dedication recognised.

We'll have everything crossed for the awards ceremony on 15th of July!

21/05/2026

1 week to go!

Don't forget to secure your place at 'Ready, Set, Inherit' on 28 May. This informative seminar will be hosted at the Marcliffe Hotel where our inheritance experts help you begin to develop a bespoke plan that ensures financial security for those closest to you.

Reserve your place at https://ow.ly/kGAG50Z2A0l

14/05/2026

They were ready for their close up and raring to go!

Over the past couple of days, several team members have taken part in filming to provide you with insights, experiences, and a look behind the scenes at Acumen Financial Planning.

Watch this space for the results!

11/05/2026

It's Mental Health Awareness Week, and our Aberdeen Wellbeing Champions have organised a week of activities to support the team's physical, mental, social, and financial wellbeing.

As a workplace supporter, we are helping the Mental Health Foundation to achieve their mission of ensuring no-one is deprived of the opportunity for good mental health. The week's agenda includes:

🚶 A lunch time walk on 'Wear it Green' Day to
🧘 An after-hours yoga class to decompress
🥗 Healthy, mood-boosting snacks for everyone to share

💡 A session presented by Acumen Employee Benefits to make sure everyone is getting the most out of their health and wellbeing benefits.

https://ow.ly/PiXl50YW8hK

Good mental health for all. Dedicated to finding and addressing the sources of mental health problems.

08/05/2026

Still feeling confused about Making Tax Digital?

Don't worry – you're not the only one, and we're here to help.

To get you started, we have your MTD 101 -

Frequently asked questions around Making Tax Digital, including who it affects, eligibility and automatic exemptions.

30/04/2026

As Scotland’s upcoming election shapes the news cycle, could it also be shaping your financial future?

In our latest The Scotsman Your Money Q&A, Associate Financial Planner Wendy Morrison explores the potential impact of the 2026 Scottish Parliament election and how to keep your financial plan strong and adaptable, whatever the outcome.

Q&A Wendy Morrison of Acumen Financial Planning on politics and your personal plan

29/04/2026

Could uncertainty around IHT be leaving your family wealth exposed?

Join us at 'Ready, Set, Inherit' on the 28th of May to learn about the intricacies and pitfalls related to inheritance tax, as well as ways to protect and preserve your wealth for future generations.

Book your free place at https://ow.ly/Zpp550YQCOg

24/04/2026

Wealth isn't just about how much you are bringing in. It's about how much you're building up.

Private pensions continue to play a major role in shaping long-term wealth. Yet they’re often overlooked until much later in life.

By taking control of your financial future early in your career, you can benefit from compounding interest, tax efficiency, and the peace of mind that your post-work lifestyle is already taken care of.

Learn more about how you can get start maximising your retirement fund - https://ow.ly/hJH950YOCtU

20/04/2026

Have you heard about our latest lunch and learn?

Taking place on Thursday 28 May, our 'Ready, Set, Inherit' series returns to the Marcliffe where Group Directors, Rhian Morgan and Kevin Mackenzie will provide expert insights on inheritance tax, budget updates, and strategies for transferring your wealth efficiently.

Learn more and book your free place - https://ow.ly/rwCp50YMrej