A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.

The founder of Acumen Financial Planning has described the “huge honour” of being named Accredited Financial Planning Firm of the Year.

A Chartered Financial Planning Firm has acquired another Financial Planning business to expand its Edinburgh office.

Real life case study: Bill Saunders of Acumen Financial Planning

Financial Planner Bill Saunders CFP^TM Chartered MCSI deals with the case of a Chartered Mechanical Engineer who lost his job when the oil price collapsed and was left with little prospect of finding a new job.