Acumen Financial Planning
Accredited Financial Planning Firm of the Year 2024 Accredited Financial Planning Firm of the Year 2018 Accredited Financial Planning Firm of the Year 2016 New Model Adviser Firm of the Year 2017, 2018 & 2019 (Scotland & N I) We are an award-winning, independent Accredited and Chartered Financial Planning Firm, helping clients across the UK achieve their full financial promise. We provide clients with a clear view of their financial future. In particular, we offer advice on- Pensions & Retirement Planning Savings & Investments Tax Planning Estate Planning Corporate & Workplace Pensions Authorised and regulated by the Financial Conduct Authority. More details can be found on our website
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Verified contacts
59
available on Kipplo
LinkedIn employees
66
51 to 200 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
45
organic / mo
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Decision-makers and verified team members
59 contacts with verified email or phone · masked until revealed.
- CR
Claire Roberts
Chartered Financial Planner · Finance & Accounting
EmailPhone - AH
Abbi Hart
Paraplanner · Finance & Accounting
EmailPhone - EP
Ellie Patterson
Paraplanner · Finance & Accounting
EmailPhone - JM
Janice Murray
Financial Planning Administrator · Finance & Accounting
EmailPhone - JP
Jordan Paterson
Paraplanner · Finance & Accounting
EmailPhone - KM
Kevin MacKenzie
Director · General Business & Management
EmailPhone - LC
Laura Crowe
Director & Chartered Financial Planner · Finance & Accounting
EmailPhone - AD
Alana Davidson
Chartered Financial Planner · Finance & Accounting
EmailPhone - AG
Andrew Groseneill
Financial Planner · Finance & Accounting
EmailPhone
Showing 9 of 59 verified contacts
Top roles at Acumen Financial Planning
24 distinct titles indexed · top 10 shown.
- 13paraplanner
- 7chartered financial planner
- 6financial planner
- 4financial planning support
- 2associate financial planner
- 2certified financial planner
- 2financial planning administrator
- 2reception administrator
- 2trainee paraplanner
- 1accountant
- +14more titles
Sign up to unlock all 59 contacts at Acumen Financial Planning
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