Scottish firm Acumen recruits five Financial Planners
- Tuesday, 30 May 2023
- Articles
Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.
Read more...Julie Lord: We should feel privileged to help clients
- Thursday, 30 September 2021
- Comment
No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.
Read more...Global survey ranks 4 key skills for Planners
- Tuesday, 28 September 2021
- Articles
A global survey of nearly 12,000 Financial Planners has ranked building trust, good communication, professionalism and regulatory compliance as the 4 most important skills Financial Planners need.
Read more...Budget 2021: Planners positive on mostly benign Budget
- Wednesday, 03 March 2021
- Articles
Leading Financial Planners and wealth managers expect only modest changes from the Budget which most see as neutral or mildly positive.
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