Tuesday, September 27, 2022
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Scottish Planner offers free advice for Financial Planning Week



Acumen Financial Planning will open its Aberdeenshire, Edinburgh and Glasgow offices to the public for free advice for Financial Planning Week.

Acumen will be running activities designed to educate the public about financial literacy. 

The Financial Planning firm will offer complimentary consultation surgeries to allow members of the public to access initial financial guidance from Acumen’s team.

Organised annually by the Chartered Institute for Securities & Investments, Financial Planning Week aims to start discussions around household finances and promote Financial Planning.

This year’s Financial Planning Week runs from 3 to 9 October.

Acumen Financial Planning is part of The Financial Planning Group, which also includes Acumen Employee Benefits, Loch Fyne, Medical and Dental, SpringGen.

Acumen has offices in Aberdeenshire, Edinburgh, Elgin, and Glasgow.

Rhian Morgan, director of The Financial Planning Group, said: “As households come under increasing pressure due to the cost-of-living crisis, Financial Planning firms are well-placed to offer guidance and advice on pensions, investments, savings and retirement plans as well as encourage open conversation around financial matters.

“We have always been an active supporter of Financial Planning Week and our teams across Scotland are looking forward to sharing their expertise and promoting the CISI’s valuable work.”

The Financial Planning Group’s SpringGen advice business will also be offering free online consultations to the public as part of Financial Planning Week.

Sally Plant, assistant director, Financial Planning and education development at the CISI, said: “It has never been more important to get the message out – that financial literacy is an important tool for life, and financial planning is an essential part of wellbeing and mental fitness.

“Financial Planning Week helps raise awareness about the role of qualified Financial Planners in helping people from all walks of life, and all ages – and importantly, not just the wealthy – to think ahead and plan for the future.”




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