New Glasgow office for a financial planning firm

Financial Planners


Acumen Financial Planning expands presence in West Scotland with new office in Glasgow

Acumen Financial Planning, a financial planning firm headquartered in Aberdeenshire, has opened a new office in Glasgow to expand its presence in the West of Scotland. The team of 12 financial planners has moved to the westernmost location following significant growth across the company’s divisions. The Glasgow division was created in 2017 through the acquisition of Forty Two Financial Planning and will be led by Regional Manager Laura Crowe, a Chartered Financial Planner with over 20 years of experience.

New offices include Certified Financial Planner Tom Hislop, Paraplanners Amanda McLurdy, Madaline Alexander, Stephen Hurley, Training and Competence Supervisor Pauline McKinley, and Customer Relations Manager Melanie Shields. It will be supported by Mr. In 2021, Crow will also oversee the operations of Loch Fine Financial, a wealth management business recently acquired by the group. Under the deal, the company added five new staff members, including financial planners Jackie Coyne and Paul Ross, and customer service manager Lisa Hodgson. Joanne McIntyre, technical support, and most recently Emma Leach, paraplanner. Rock Fine Financial’s founding director, Douglas McIntyre, retired from the business in May.

For Acumen Financial Planning, having a presence within the cities in which it operates is important as it provides a space for clients to access bespoke financial planning advice. Crow commented that more and more in recent years, since the pandemic, face-to-face advice has been valued more than ever. Our new Glasgow office is currently recruiting new staff.

Heading:

– Acumen Financial Planning opens new office in Glasgow, expanding its presence in West Scotland

– team

– Acquisition of Forty-Two Financial Planning

– Management of Loch Fine Financial

– The importance of having a presence in the cities where you operate

– Post-pandemic, face-to-face advice will be valued more than ever

– New Glasgow office looking for new staff

team

Acumen Financial Planning’s team of 12 financial planners has moved to its westernmost location following significant growth across the company’s divisions. The Glasgow division will be led by Regional Manager Laura Crowe, a Chartered Financial Planner with over 20 years of experience. She is Certified Financial Planner Tom Hythrop, Paraplanner Amanda McLurdy, Madaline Alexander, Stephen Hurley, Training and Competence Supervisor Pauline McKinley, Client Relationship Manager Supported by Melanie Shields.

Acquisition of Forty-Two Financial Planning

The Glasgow division was established in 2017 with the acquisition of Forty-Two Financial Planning, formerly on the south side of the city. The acquisition expands Acumen Financial Planning’s presence in the West of Scotland, enabling it to offer bespoke financial planning advice to clients in the region.

Management of Loch Fine Financial

In 2021, Crow will also oversee the operations of Loch Fine Financial, a wealth management business recently acquired by the group. Under the deal, the company added five new staff members, including financial planners Jackie Coyne and Paul Ross, and customer service manager Lisa Hodgson. Joanne McIntyre, technical support, and most recently Emma Leach, paraplanner. Rock Fine Financial’s founding director, Douglas McIntyre, retired from the business in May.

The importance of presence in the cities where we operate

For Acumen Financial Planning, having a presence within the cities in which it operates is important as it provides a space for clients to access bespoke financial planning advice. The new Glasgow office will allow the company to expand its presence in the West of Scotland and serve more clients in the region.

Face-to-face advice will be valued more than ever after the pandemic

Crow commented that more and more in recent years, since the pandemic, face-to-face advice has been valued more than ever. This is because clients want to feel more comfortable having a personal connection with their financial planner and discussing their financial situation face-to-face.

New Glasgow office looking for new staff

Our new Glasgow office is currently recruiting new staff. This is an exciting opportunity for individuals looking to join a growing financial planning firm and work alongside seasoned industry professionals. Interested candidates should apply for open positions on the company’s website or contact the Glasgow office directly.

Conclusion

Acumen Financial Planning expands its presence in the West of Scotland with the opening of a new office in Glasgow. The team of 12 financial planners has moved to the westernmost location following significant growth across the company’s divisions. The Glasgow division was created in 2017 through the acquisition of Forty Two Financial Planning and will be led by Regional Manager Laura Crowe, a Chartered Financial Planner with over 20 years of experience. The new Glasgow office will allow the company to expand its presence in the West of Scotland and serve more clients in the region. Interested candidates should apply for open positions on the company’s website or contact the Glasgow office directly.



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