Acumen Financial Planning - Edinburgh

Why the next generation should make the most of good financial habits - Acumen FP Amidst a cost of living crisis, increasing rates of inflation and rising mortgage costs, there has never been a better time for young people to seek out financial support in order to secure themselves a comfortable future after their working lives are over.

Our offices are now closed for the festive period. We wish you all a Merry Christmas and best wishes for 2023.

Will you be retiring next year?

Speak with one of our Financial Planners for personalised and tailored financial advice.

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Last month, we were delighted to hold sessions with 4th and 5th year pupils at Kemnay Academy, covering topics from payslips to pensions, to budgeting and bank accounts.

A big thank you to the teachers and pupils for having us!

If you think about a financial planner as a personal trainer for your financial goals, that is at the heart of what we do.

If you are keen to discover how you can make those financial dreams a reality, get in touch with the team who can make it happen.

Book a no-obligation meeting today.

https://calendly.com/acumenfp

Is your financial plan fit enough to go the distance?

Financial planners are similar to personal trainers - we can help you set goals, evaluate your current position, implement your plans and review your progress regularly.

Get in touch to discover your financial fitness.

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Pension Myth 3 - "You only have one pension pot."

This may or may not be true. Researching old pension pots can often be put on the back burner, however you may well have contributed to a few retirement schemes through auto-enrollment over the years that will have added to your pension fund's value.

Read the full article for further information and get in touch with our team to see how we can help unfold those pension mysteries.

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Pension Myth 2 - "The process for claiming your pension is complicated."

You can obtain a state pension forecast online through the Government website or head to your local Post Office for a BR19 form, and the good news is that the process is actually relatively straightforward.

Read the full article to find out more about claiming your pension:

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Big decisions are not quite so daunting with expert advice.

Arrange a no-obligation meeting with our team today.

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Responsible for your business? Time to review your employee benefits?

Our friendly team at Acumen Employee Benefits can help provide the most rewarding benefits package that works for your team and your business.

Discover more:

http://ow.ly/GrIq50Lk9Ol