2 Acumen Planners join parent company board

The pair of Financial Planners have worked at Acumen for 17 and 14 years respectively.

Ms Morgan has worked in the Acumen Financial Planning division since she joined as a graduate in 2005 and is one of the company’s most experienced senior Financial Planners. She specialises in family wealth planning.

Mr Mackenzie joined Acumen in 2008 as a Financial Planner. Also a senior Financial Planner, he specialises in pension transfers and family wealth planning.

Sandy Robertson, managing director of The Financial Planning Group, said: “We are delighted to be welcoming Kevin and Rhian on to our Board. They know the Acumen business inside out, and with many combined years of experience in our business and many years in front of them, it is exciting to think what the future of the group may hold.”

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The Financial Planning Group is the parent company for Acumen Financial Planning, Acumen Employee Benefits, SpringGen Advice, Medical & Dental Financial Planners, Enrich Tax Consutancy, and Lock Fyne Financial.

It was established in 2017.

The Financial Planning Group recently launched a subscription-based online financial advice service aimed at younger professionals “priced out” of independent financial advice with fees starting from £75.

The online service called Beanstalk has been pioneered by north-east-Scotland-based Financial Planner Jenny Madhoo. 

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