Scottish firm Acumen Financial Planning are delighted to be awarded the '2025 Citywire, New Model Adviser of the Year Award - Scotland & Northern Ireland Region' for the seventh time.
The Citywire New Model Adviser Awards held annually in London, were presented this year by television presenter and quiz master Paul Sinha, at the Grosvenor House Hotel on Thursday, January 30 as part of the annual New Model Adviser Leadership Summit 2025. The awards reward the top financial planning firms across the UK. Entrants are judged based on the previous 12 months' business growth and development, processes, qualifications, client education and communication.
On winning the award, managing director Keith Mackie said: “We continue to be dedicated in our role as ambassadors for financial planning. Each member of our team has worked extremely hard in the last 12 months in delivering a first-class service to our clients. We are honoured to win this for a sixth time.”
Directors The Financial Planning Group. L-R Keith Mackie, Laura Crowe, Sandy Robertson, David Gow, Rhian Morgan, Kevin Mackenzie
This latest accolade follows on from previous success for Acumen Financial Planning most recently, being awarded the prestigious Accredited Firm of the Year from the Chartered Institute for Securities and Investment (CISI) for the third time in October, having previously been awarded this title in 2016 and 2018.
The accredited and chartered financial planning firm was established in Aberdeen in 2002 and has grown significantly in recent years, forming part of The Financial Planning Group offering a complimentary portfolio of financial services including Enrich Tax consultancy, digital financial planning for those starting their financial journey and intergenerational financial planning.
With one of the highest-qualified teams of financial planners in Scotland, the team of 87 staff serves 3500 client families, managing £970million funds under management, cross the UK from offices in Aberdeen, Edinburgh, Elgin, Glasgow, and Peterhead with financial planning advice on Retirement Planning and Pensions; Investments and Savings; Tax & Estate Planning.