North-east company is named in top 100 financial planning firms
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An Aberdeen based company has been named as a Citywire New Model Advisor (NMA) Top 100 Firm for the fifth consecutive year.
Acumen Financial Planning was recognised among the best of the financial planning community in the UK by NMA, which scores firms against a rigorous point-scoring system.
The panel looks for evidence against a wide range of criteria including well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards.
Director of Acumen Financial Planning, Keith Mackie said: “We are delighted to be named in the New Model Advisor Top 100 list.
“It is an honour for Acumen Financial Planning to be recognised in this way, which is really testament to our advisors and staff, who all work incredibly hard to offer our clients the best financial advice.
“One of our key focusses recently has been to narrow the advice gap through the creation of new services designed to meet every client’s needs.
"We’re proud to have brought financial planning principles to the workplace through the development of an employee benefits service and to young professionals through the launch of a new business targeting millennials, SpringGen.”
This UK wide listing also puts Acumen forward for the New Model Advisor Awards for the Scotland and NI category, an accolade won by the team four times in recent years.
The winners in each regional category will be announced in January 2022.