Medical & Dental Powered by Acumen Financial Planning

12/23/2024

As we wrap up for 2024, Medical & Dental would like to wish all of our clients and connections a wonderful festive period.

Our office is now closed for the festive break, and will reopen on Friday 3rd January.

We look forward to seeing you all in 2025!

10/30/2024

Further to the Autumn Budget this week and as with previous budgets, the devil is in the detail.

Our role as financial planners and advisors is to navigate our clients in the right direction, in complete financial security. With each budget, and other changes outside of our control, there are always changes that can have a direct financial impact, depending on your situation.

You can access our full Autumn Budget Summary Guide through our website - https://www.medicaldental.co.uk/news/autumn-budget-update/

10/28/2024

Oh, what a night.....and, what a result!

Acumen Financial Planning is honoured to have won the prestigious Accredited Firm of the Year award at the CISI Financial Planning Awards for 2024. We are incredibly proud to be the only firm to have received this award three times.

This achievement reflects our unwavering dedication to providing a high standard of financial planning and client care. A huge honour for the entire team!

07/10/2024

Life after work is a huge step for anyone. We look at everything in the client's life story, and feed in our expertise so no stone is left unturned.

Hear from Chartered Financial Planner, Chris Hewson, as he describes who we are and the types of problems we solve for our clients.

https://youtu.be/fi6L9WpdHXo

Hear from Chris Hewson, Chartered Financial Planner at Medical & Dental Financial Planners.© Medical & Dental powered by Acumen Financial Planning. All right...

07/09/2024

We are proud to announce that Paraplanner, Andrew McRae, has earned his Advanced Diploma in Financial Planning, making him the youngest person in Scotland to achieve Chartered status with the Chartered Insurance Institute!

This huge accomplishment showcases the significant time, dedication, and determination you have put into achieving this goal.

Congratulations, Andrew!

06/01/2024

Fantastic event, met some lovely people, great to be part of it, 👀 forward to seeing you all next time!

And just like that, it's all over for another year! 🎉

Thank you to all our exhibitors, sponsors, speakers and delegates for a fantastic Scottish Dental Show 2024. We hope you enjoyed the event and would love to hear your thoughts below!

📆 Mark your calendars, as the Scottish Dental Show will return next year on 20-21 June 2025.

06/01/2024

Day 2 Scottish Dental Show! Come and talk to our team on all things financial - pensions, savings and investments.
Stand H14

05/28/2024

4 DAYS TO GO! 🎉

Our education programme is jam-packed with GDC Highly Recommended and Recommended topics, including oral cancer, radiation and more.

ℹ️ Find out more about the Scottish Dental Show’s education programme here: https://bit.ly/3UteJq5

03/07/2024

Great day presenting to the Brodies LLP team on , Judgement, and much more!

02/06/2024