ACCREDITED financial planning firm, Acumen Financial Planning, have recently appointed two senior members of staff to its board of directors.
Keith Mackie and David Gow, based in Aberdeen and Edinburgh respectively, have been with the firm for several years and bring a significant amount of experience in both management and financial planning to the company.
Managing director, Sandy Robertson, in announcing these latest appointments, said: “Keith and Dave, are two financial planning professionals at the very top of their game, who are respected and appreciated by clients and colleagues alike. I welcome them to the board where I know they will be instrumental in developing our strategies for the years ahead, ultimately taking the business forward beyond my tenure, thereby implementing the succession plan we have carefully developed these last couple of years.”
Keith Mackie, based between the Peterhead and Aberdeen offices, has nearly 30 years’ experience in financial services, ten of which has been with Acumen Financial Planning. A Certified Financial Planner, Keith manages the Paraplanning and Administration teams and specialises in comprehensive financial planning covering investments, retirement and estate planning.
Keith said: “The success of Acumen Financial Planning to date can be attributed to the excellent and continued leadership by Sandy, together with the ability of the firm and its staff to advise clients on complex financial planning issues in a simple yet effective manner.
“I am delighted to be part of the management team at a time when there are huge changes in the financial services market, in particular the pensions arena. I am keen to ensure that we continue to provide outstanding customer service coupled with developing financial planning strategies for new and existing clients to ensure that we fulfil our clients’ full financial promise.”
David Gow, based in Acumen Financial Planning’s Edinburgh office, has been with the team for eight years. A fellow of the Personal Financial Society (PFS), a Chartered and Certified Financial Planner, he is one of the highest qualified financial planners in Scotland. David provides a range of financial planning services including pensions and retirement planning, tax management, investments and savings to clients in Edinburgh and London.
On his recent appointment, David said: “Acumen Financial Planning already possesses the perfect combination of incredible values, a gold standard financial planning service, passionate people and engaged clients. I’ll be using my experience to harness all of those elements as it begins a new chapter. I’m looking forward to continuing the work with the whole team and assist in delivering further success that Acumen Financial Planning and its clients deserve.”
Acumen Financial Planning Ltd is an accredited financial planning firm authorised and regulated by the Financial Conduct Authority. Established 12 years ago by managing director, Sandy Robertson, Acumen Financial Planning provides financial planning advice for individuals and businesses on all matters financial, including retirement planning and pensions, investments and savings, tax management and corporate. With one of the highest-qualified teams of financial planners in Scotland, Acumen Financial Planning currently has 27 staff and offices in Aberdeen, Edinburgh, Elgin and Peterhead.
Pic: L-R David Gow, Sandy Robertson, Keith Mackie.
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