Acumen Financial Planning Limited

Reference number: 218745

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Same company

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Family Wealth Powered by Acumen Financial Planning
  • Medical & Dental Powered by Acumen Financial Planning

Company details

From the company's Companies House record.

Company number
SC215343
Company status
Active
Company type
Private limited company
Incorporated
2 February 2001 (25 years old)
Registered office
4 Kingshill Park, Venture Drive, Arnhall Business Park, Westhill, Aberdeenshire, AB32 6FL, Scotland
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Alexander George Robertson Director Aug 1952 9 May 2001
David Gow Director Feb 1979 12 Dec 2014
Keith Mackie Director May 1968 12 Dec 2014
Kevin Murray Mackenzie Director Apr 1981 10 Nov 2023
Rhian Sarah Morgan Director Mar 1983 10 Nov 2023
Laura Crowe Director Jul 1979 7 Apr 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Acumen Financial Planning Limited FCA authorised?
Yes, Acumen Financial Planning Limited (FRN 218745) is authorised by the FCA to carry out regulated activities.
Is my money safe with Acumen Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Acumen Financial Planning to the Financial Ombudsman Service, free of charge.
Is Acumen Financial Planning a scam or clone?
Acumen Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Acumen Financial Planning's Firm Reference Number (FRN)?
Acumen Financial Planning's FRN is 218745. You can verify it on the FCA register.