Keith Mackie, 48, CFPTM Chartered MCSI, director of Accredited Financial Planning Firm Acumen Financial Planning, detailed a recent client story for the Planner Casebook feature in the May-June edition.
Mr Mackie explained: “At our first meeting Robert had recently recovered from a serious illness. Although fully recovered in all material respects, he understandably questioned his own underlying health and his ability to have a long life.
“We faced several challenges. First was the extremely tight time scale – between the time of the initial enquiry, requiring answers and wishing to put an offer on a property.
“As new clients, we had no details of Robert and Jennifer’s current cost of living. We were not confident of receiving a prompt reply from Pension Trustees on Jennifer’s position should Robert die before her.”
Mr Mackie said: “We are an Accredited and Chartered firm with a defined 6 stage Financial Planning process which, followed correctly over many years, has ensured good client outcomes.
“In spite of the tight deadline we were not going to compromise on process and explained that to Robert. We immediately gave Robert some work to complete and return as matter of urgency given his time horizon.
“He was asked to research thoroughly and complete income and expenditure analysis based on last 12 months which would be used to populate our financial modelling software.”
Keith Mackie, 48, CFPTM Chartered MCSI DipPFS MCIBS is a Certified Financial Planner. He has been with Acumen Financial Planning, a CISI Accredited Financial Planning Firm, since 2004. Appointed a director in 2015, Keith has 30 years’ service in financial services having started his career in banking and later moving to financial advice. In addition to director duties and supporting the growing team of planners across the firms’ offices, Keith continues to manage a client portfolio of 150 clients. An advocate for exemplary client service, Keith is focused on developing the firms’ success for the future.
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