Aberdeen financial planning firm wins top award at CISI Awards 2018

The independent financial planning firm has its’ head office in Westhill, Aberdeenshire and was commended for its strong impact on the financial planning profession, cited as ambassadors for the profession.

These awards, open to accredited financial planning firms across the UK were announced at the gala dinner on Monday evening hosted by Comedian and Broadcaster, Rainer Hersch, as part of the annual CISI Financial Planning Conference.

Accredited financial planning firms must demonstrate excellence in everything they do and are recognised as some of the most trusted Financial Planning firms in the UK. They deliver a comprehensive Financial Planning service, helping clients achieve their life goals.

Along with some of the leading firms in the UK Acumen Financial Planning was judged on its business performance, innovation and service excellence.

Keith Mackie, director of Acumen Financial Planning, said: “We are delighted to receive this award which recognises Acumen Financial Planning as one of the top financial planning firms in the UK. It is testament to the whole team at Acumen Financial Planning that this is the second time in three years that we have received this award underlining that we focus on our clients’ needs whilst delivering a financial planning service that is second to none.”

Jacqueline Lockie CFP Chartered FCSI, CISI head of financial planning, said: “We are delighted to congratulate such worthy winners of this year’s Financial Planning awards. It shows how good and healthy financial planning is in the UK. The winners are at various stages of their own personal and business financial planning journeys and it is a privilege to be able to recognise the best. We congratulate all the entrants for their hard work and effort that they put in not just for these awards, but on a daily basis to provide great financial planning to their clients.

Establish in 2002, Acumen Financial Planning has sustained high levels of growth and a team of 44 staff providing clients with independent advice on Pensions & Retirement Planning, Savings & Investments, Inheritance and Tax Planning.

The firm moved to new offices in Westhill, Aberdeenshire earlier this year and to Randolph Crescent, Edinburgh in July.