Tuesday, 27 January 2015 12:18
Two CFP professionals become board directors
Two CFP professionals have been appointed to the board of an Accredited Financial Planning firm.
Acumen Financial Planning has added Keith Mackie CFPCM and David Gow CFPCM to its board of directors.
Mr Mackie, based between the Peterhead and Aberdeen offices, has nearly 30 years' experience in financial services, ten of which has been with Acumen Financial Planning.
He manages the Paraplanning and administration teams and specialises in comprehensive Financial Planning covering investments, retirement and estate planning.
He said: "The success of Acumen Financial Planning to date can be attributed to the excellent and continued leadership by Sandy together with the ability of the firm and its staff to advise clients on complex financial planning issues in a simple yet effective manner. I am delighted to be part of the management team at a time when there are huge changes in the financial services market, in particular the pensions arena.
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"I am keen to ensure that we continue to provide outstanding customer service coupled with developing financial planning strategies for new and existing clients to ensure that we fulfil our clients' full financial promise."
Mr Gow, based in the Edinburgh office, has been with the team for eight years. He provides a range of services including pensions & retirement planning, tax management, investments and savings to clients in Edinburgh and London.
He said: "Acumen Financial Planning already possesses the perfect combination of incredible values, a gold standard Financial Planning service, passionate people and engaged clients. I'll be using my experience to harness all of those elements as it begins a new chapter. I'm looking forward to continuing the work with the whole team and assist in delivering further success that Acumen Financial Planning and its clients deserve."
Managing director Sandy Robertson said: "Keith and Dave, are two Financial Planning professionals at the very top of their game, who are respected and appreciated by clients and colleagues alike."
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Acumen Financial Planning has added Keith Mackie CFPCM and David Gow CFPCM to its board of directors.
Mr Mackie, based between the Peterhead and Aberdeen offices, has nearly 30 years' experience in financial services, ten of which has been with Acumen Financial Planning.
He manages the Paraplanning and administration teams and specialises in comprehensive Financial Planning covering investments, retirement and estate planning.
He said: "The success of Acumen Financial Planning to date can be attributed to the excellent and continued leadership by Sandy together with the ability of the firm and its staff to advise clients on complex financial planning issues in a simple yet effective manner. I am delighted to be part of the management team at a time when there are huge changes in the financial services market, in particular the pensions arena.
{desktop}{/desktop}{mobile}{/mobile}
"I am keen to ensure that we continue to provide outstanding customer service coupled with developing financial planning strategies for new and existing clients to ensure that we fulfil our clients' full financial promise."
Mr Gow, based in the Edinburgh office, has been with the team for eight years. He provides a range of services including pensions & retirement planning, tax management, investments and savings to clients in Edinburgh and London.
He said: "Acumen Financial Planning already possesses the perfect combination of incredible values, a gold standard Financial Planning service, passionate people and engaged clients. I'll be using my experience to harness all of those elements as it begins a new chapter. I'm looking forward to continuing the work with the whole team and assist in delivering further success that Acumen Financial Planning and its clients deserve."
Managing director Sandy Robertson said: "Keith and Dave, are two Financial Planning professionals at the very top of their game, who are respected and appreciated by clients and colleagues alike."
Get FREE daily news summaries direct to your inbox. Sign up on the homepage now.
Follow us on Twitter and get frequent news alerts @FPM_online.
Or follow Editor Kevin O'Donnell - @FPM_Kevin or staff writer James Nadal - @FPM_James.
For the latest Sipp, SSAS and retirement news visit our sister news site www.sippsprofessional.co.uk and on Twitter @SippsPro.
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