Acumen stays in top 100 for NMA guide

Acumen Financial Planning has been named as a Citywire New Model Adviser (NMA) top 100 firm for the fifth consecutive year.

It was recognised among the best of the financial planning community in the UK by NMA, which scores firms against a rigorous point-scoring system.

The panel looks for evidence against a range of criteria including well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards.

Keith Mackie, Acumen Financial Planning director, said: “We are delighted to be named in the New Model Adviser top 100 list.”

He added: “We’re proud to have brought financial planning principles to the workplace through the development of an employee benefits service and to young professionals through the launch of a new business targeting millennials, SpringGen.”

This UK-wide listing also puts Acumen forward for the New Model Adviser Awards for the Scotland and Northern Ireland category, an accolade won by the team four times in recent years.

The winners in each regional category will be announced in January.

Acumen has offices in Elgin, Edinburgh and Glasgow.

Keith Mackie.