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Acumen Financial Planning
Приєднався 8 чер 2016
Acumen Financial Planning is an independent Financial Planning Firm with offices across Scotland. An Accredited and Chartered Financial Planning Firm, Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority FCA number 218745. This channel is used for information purposes only and does not consititute advice. For more details about this contact info@acumenfp.com, or contact our Marketing Department on 01224 392350
What is the value of having a good relationship with your financial planner?
Hear from Paul Gillen, Chartered Financial Planner at Acumen Financial Planning.
© Acumen Financial Planning 2023
Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745.
This video is intended for information purposes only and does not constitute advice.
© Acumen Financial Planning 2023
Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745.
This video is intended for information purposes only and does not constitute advice.
Переглядів: 3
Відео
What are the 6 steps of the Financial Planning Process?
Переглядів 59 годин тому
Hear from Paul Gillen, Chartered Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
What are some of the benefits of Financial Forecasting?
Переглядів 39 годин тому
Hear from Paul Gillen, Chartered Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
What does it mean to be Chartered & Independent?
Переглядів 5Місяць тому
Hear from Paul McCabe, Chartered Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2023 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
What does being an Accredited and Chartered financial planning firm mean for our clients?
Переглядів 122 місяці тому
Hear from David Gow, Certified Financial Planner & Director of Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
Hear from the team - what are the services we provide?
Переглядів 163 місяці тому
Hear from Andrew Groseneill, Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2023 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
Medical & Dental Financial Planners - Who do we help?
Переглядів 103 місяці тому
Hear from Chris Hewson, Chartered Financial Planner at Medical & Dental Financial Planners. © Medical & Dental powered by Acumen Financial Planning. All rights reserved. Medical & Dental powered by Acumen Financial Planning is a trading style of Acumen Financial Planning authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purpos...
What does a Client Annual Review look like?
Переглядів 685 місяців тому
Hear from David Gow, Certified Financial Planner & Director of Acumen Financial Planning. © Acumen Financial Planning 2023 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
An Introduction to Cash Flow Modelling
Переглядів 635 місяців тому
An Introduction to Cash Flow Modelling
Problems we Solve
Переглядів 187 місяців тому
Hear from Keith Mackie, Certified Financial Planner & Director of Acumen Financial Planning. © Acumen Financial Planning 2023 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
How do we help our clients?
Переглядів 427 місяців тому
Hear from Michael Kemp, Paraplanner at Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice
Why Should you Consider Working for Acumen Financial Planning
Переглядів 328 місяців тому
Why Should you Consider Working for Acumen Financial Planning
How do we work with Professional Connections?
Переглядів 428 місяців тому
Hear from Rhian Morgan, Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
How do we Manage Investments?
Переглядів 678 місяців тому
Hear from Andrew Sutherland, Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice.
What Does an Annual Review Look Like?
Переглядів 878 місяців тому
Hear from Paul McCabe, Chartered Financial Planner at Acumen Financial Planning. © Acumen Financial Planning 2024 Acumen Financial Planning is authorised and regulated by the Financial Conduct Authority. FCA number 218745. This video is intended for information purposes only and does not constitute advice
What does it mean to be an Accredited and Chartered Firm?
Переглядів 398 місяців тому
What does it mean to be an Accredited and Chartered Firm?
What happens when you get in touch with Acumen Financial Planning?
Переглядів 3210 місяців тому
What happens when you get in touch with Acumen Financial Planning?
Hear from the team - Keith Mackie, Certified Financial Planner & Director
Переглядів 30Рік тому
Hear from the team - Keith Mackie, Certified Financial Planner & Director
Hear from the team - Rhian Morgan, Financial Planner & Director of The Financial Planning Group
Переглядів 36Рік тому
Hear from the team - Rhian Morgan, Financial Planner & Director of The Financial Planning Group
Training Opportunities within Acumen Financial Planning
Переглядів 30Рік тому
Training Opportunities within Acumen Financial Planning
The Benefits of Working with The Financial Planning Group
Переглядів 66Рік тому
The Benefits of Working with The Financial Planning Group
How does Acumen Financial Planning work with Professional Connections?
Переглядів 16Рік тому
How does Acumen Financial Planning work with Professional Connections?
Hear from the team - Peter Hope, Associate Financial Planner
Переглядів 25Рік тому
Hear from the team - Peter Hope, Associate Financial Planner
Hear from the team - Evan Duffus, Chartered Financial Planner
Переглядів 23Рік тому
Hear from the team - Evan Duffus, Chartered Financial Planner
(Medical & Dental Financial Planners) - Who are we and who do we help?
Переглядів 19Рік тому
(Medical & Dental Financial Planners) - Who are we and who do we help?
I'm thankful for the encouragement provided in this video. What strategies does Rhian Morgan suggest for effectively cultivating professional connections in the financial planning industry? As someone who operates a dream interpretation channel, I'm curious about the potential symbolism behind networking and building professional relationships. I appreciate the insights shared in this video and have liked and subscribed to your channel for more informative content on financial planning and professional development.