Scottish firm Acumen recruits five Financial Planners

Scottish Financial Planning firm Acumen has added five new Financial Planners and paraplanners to its Aberdeenshire, Edinburgh and Glasgow offices.

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Julie Lord: We should feel privileged to help clients

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.

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Global survey ranks 4 key skills for Planners

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.

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Budget 2021: Planners positive on mostly benign Budget 

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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