Acumen Financial Planning Limited

• Principal Place of Business

  Unit 4

  Venture Drive

  Kingshill Park

  Arnhall Business Park

  Westhill

  Aberdeenshire

  AB32 6FL

  UNITED KINGDOM

  Phone

  +441224392350

  Web

  https://www.acumenfp.com

• Complaints Contact

  Acumen Financial Planning Ltd, 24 Newton Place

  Glasgow

  Glasgow City

  G3 7PY

  UNITED KINGDOM

  Phone

  +441414041500

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Andrew Sutherland

  IRN AXS01202

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 4 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 4 Aug 2022)
• Angus Stuart Malcolm Mackenzie

  IRN AXM01788

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jul 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 23 Jul 2025)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (23 Jun 2006 to 31 Oct 2007)
• Brian David MacKenzie Munro

  IRN BDM00011

  • CF30 Customer (1 Nov 2007 to 18 Dec 2015)
  • CF10 Compliance Oversight (16 Aug 2005 to 18 Dec 2015)
  • CF11 Money Laundering Reporting (16 Aug 2005 to 18 Dec 2015)
  • CF24 Pension Transfer Specialist (30 Oct 2002 to 31 Oct 2007)
  • CF21 Investment Adviser (30 Oct 2002 to 31 Oct 2007)
• Christopher Hewson

  IRN CXH00453

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 22 Dec 2021)
  • [FCA CF] Functions requiring qualifications (since 22 Dec 2021)
• Christopher James Mackie

  IRN CJM00134

  • CF30 Customer (1 Nov 2007 to 5 Apr 2008)
  • CF21 Investment Adviser (8 May 2007 to 31 Oct 2007)
• Claire Roberts

  IRN CXR00179

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 10 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 10 Nov 2025)
• Colin Alexander Hay

  IRN CAH00066

  • CF30 Customer (1 Nov 2007 to 8 Jul 2008)
  • CF21 Investment Adviser (30 Oct 2002 to 31 Oct 2007)
• David Allan Gow

  IRN DAG01117

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Nov 2022)
  • CF1 Director (12 Dec 2014 to 8 Dec 2019)
  • CF30 Customer (17 Sep 2008 to 8 Dec 2019)
• Douglas Blanchard

  IRN DXB01793

  • CF30 Customer (1 Nov 2007 to 3 Apr 2015)
  • CF21 Investment Adviser (23 Jul 2007 to 31 Oct 2007)
• Duncan Richard Glassey

  IRN DRG01075

  • CF21 Investment Adviser (5 Jan 2005 to 15 Dec 2006)
  • CF24 Pension Transfer Specialist (5 Jan 2005 to 15 Dec 2006)

• Springgen Advice Ltd

  FRN 928966 · Appointed 1 Jul 2020

• Acumen Employee Benefits Limited

  FRN 916905 · Appointed 15 Nov 2019

No changes recorded yet.