Financial Planning for Medical & Dental Professionals
Our Services
Our team have a wealth of experience
And their knowledge is based on an understanding of the complex issues intrinsic in the financial planning requirements of our clients, e.g. doctors' and dentists' career structures, the NHS superannuation scheme, personal risk management, and wealth preservation.
Why Choose
Medical & Dental?
We will help you organise your financial affairs and develop a comprehensive Financial Plan aimed at achieving your objectives. Our client-focused approach will allow you the control and flexibility to look into your financial future and make the right decisions now in order to achieve your desired outcomes.
- Be financially better organised
- Improve your investment returns
- Reduce tax liabilities
- Manage financial risk better
- Avoid running out of money
- Achieve and maintain your desired lifestyle
News + Events
Our team of financial experts are the best in the business and regularly host and attend events throughout Scotland.
Acumen Financial Planning New Model Adviser 2025
Acumen Financial Planning, are delighted to be awarded the '2025 Citywire, New Model Adviser of the Year Award - Scotland & Northern Ireland Region' for the seventh time.
newsAcumen Financial Planning starts 2025 with the appointment of a new Managing Director
Acumen Financial Planning is starting 2025 with the appointment of Keith Mackie as Group Managing Director. Keith, who has significant experience in banking and financial services, joined Acumen Financial Planning in 2004 and was appointed a director in 2014.
newsReady, Set, Inherit (Edinburgh) 16th April 2025
Join our team at Acumen Financial Planning for an informative evening dedicated to clarifying inheritance tax planning and the considerations you may need to navigate.
events