Acumen Financial Planning reviews
Acumen Financial Planning reviews
Review summary
People rate this company as Excellent based on 2 product reviews
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Do you know what life as a customer at this company is really like? If so, then you too can share your review on Smart Money People, the UK's financial services review website. Acumen Financial Planning is a financial advice firm located in Aberdeen.
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Reviews for Acumen Financial Planning
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Highly recommended
I want to provide some feedback on the Finance advice and planning services I received from David Gow at Acumen Financial Planning. I initially contacted... I want to provide some feedback on the Finance advice and planning services I received from David Gow at Acumen Financial Planning. I initially contacted David about 6 years ago for a pension review, at that time I needed to understand if I was on track for my retirement or if I needed to take any further actions. I met up with David and was very impressed by the clarity of the advice, professionalism and how approachable he was. David carried out a detailed analysis of my finances and life plans alongside gaining an understanding of my relative priorities and highlighted areas that I hadn’t considered. All of my options were presented back and walked through in a way that was easy to understand. This was helped by the investment in good technology which brought the numbers to life. I left feeling reassured and confident that I had a robust plan in place. More recently when I faced a number of challenges when a shift in my life plans left me a bit lost financially David was able to pick up the multitude of elements, make sense of them and play back a new scenario that gave me a financial way forward. It’s easy to underestimate the weight that is lifted when you know you have a good plan in place and someone as competent as David is watching over it for you. I place a very high value on the services provided David has consistently demonstrated excellent knowledge, clear thinking, client focus and a great ability to translate and present information in a usable way I initially selected Acumen Financial Services based on the excellent reviews and the high number of industry awards they had received. Now I wouldn’t hesitate to recommend the services based on my own person experiences and fully understand why the reviews are so good and the awards so plentiful. Read more Read less
Products from Acumen Financial Planning
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Financial Advice
by Acumen Financial Planning
Financial Advice
by Acumen Financial Planning
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