Acumen Financial Planning Limited
aka Medical & Dental Powered by Acumen Financial Planning, Family Wealth Powered by Acumen Financial Planning, Acumen Financial Planning Limited
About
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Source: acumenfp.comContact & Location
Regulated Services
Regulatory Information
- FRN
- 218745
- Status
- Authorised
- Date Authorised
- 1 November 2002
- Years Authorised
- 23 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- SC215343
- Company Status
- Active
- Incorporation Date
- 2 February 2001
- Directors
- 6
- Accounts Category
- Medium
- Last Accounts Filed
- 31 October 2024
- SIC Codes
- 82990
Team (20)
Alexander George Robertson
ApprovedAndrew John Eason
ApprovedCertifiedPauline Hamilton
ApprovedCertifiedLaura Crowe
ApprovedCertifiedKevin Murray Mackenzie
ApprovedCertifiedAndrew McRae
ApprovedCertifiedAndrew Douglas Neill
ApprovedCertifiedKeith John Mackie
ApprovedCertifiedRhian Morgan
ApprovedCertifiedDavid Allan Gow
ApprovedCertifiedJacqueline Coyne
CertifiedPaul Martin Ross
CertifiedPaul James Gillen
CertifiedJane Cowie
CertifiedRonald Neil Burns
CertifiedJulie Morrison
CertifiedAiden Dominic McNaughton
CertifiedWendy Anne Ewen Morrison
CertifiedClaire Roberts
CertifiedEuan McKirdy
Certified
Quick Facts
- Westhill, Scotland
- 23 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 7 FCA permissions
- CH SC215343
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.