Acumen 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.
On this recent promotion Keith commented. “I am delighted to be appointed Group Managing Director of our award-winning firm. Since it was founded by Sandy Robertson in 2002, we have carefully built an impressive multi-disciplinary financial services group and a business legacy to be carried on by future generations of owners and clients. For 2025 and beyond, we remain focused on serving clients well. Our vision is to achieve careful sustainable growth by empowering our teams and making a meaningful and positive impact on our clients and their families.
We have a remarkable story to tell as a successful business having its roots in Aberdeen and now established across Scotland and recognised nationally as one of the leading independent firms in the UK in our profession. All of which has been possible through serving our clients well over the years.”
Other changes to the Director team include Sandy Robertson moving from Group Managing Director to Group Finance Director and Laura Crowe, recently being appointed Regional Director for Glasgow.
Acumen Financial Planning is recognised as one of the leading independent financial planning firms in the UK, achieving multiple awards in the profession in recent years, most recently being recognised as The Accredited Firm of the Year 2024 from The Chartered Institute of Securities and Investment.
Acumen Financial Planning is part of The Financial Planning Group, including and most recently, Family Wealth. The Financial Planning Group employs eighty-seven people across its headquarters in Westhill, Aberdeenshire and its other offices in Edinburgh, Elgin, Glasgow, and Peterhead.
