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.

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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When acumenfp.com first appeared online, and whether it can receive email
  • What kind of line 01224 392350 is, and the other firm that gives it
  • Who else gives the postcode AB32 6FL
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Family Wealth Powered by Acumen Financial Planning Trading name
  • Medical & Dental Powered by Acumen Financial Planning Trading name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexander George Robertson Director Aug 1952 9 May 2001 1693 other companies
David Gow Director Feb 1979 12 Dec 2014 5 other companies
Keith Mackie Director May 1968 12 Dec 2014 7 other companies
Kevin Murray Mackenzie Director Apr 1981 10 Nov 2023 1 other company
Rhian Sarah Morgan Director Mar 1983 10 Nov 2023 None
Laura Crowe Director Jul 1979 7 Apr 2025 2 other companies

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
1695
closed down
1542
went insolvent
4

In the full report: all 1695 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • The 4 that went into liquidation or administration
  • The 2 on the FCA register
  • The 7 companies these 6 directors run together
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 October 2025Full accountsAudited

Turnover

£8.53m

+6.7% from £8.00m

Profit before tax

£1.48m

+23% from £1.21m

Net assets

£1.15m

+9.1% from £1.05m

Cash at bank

£347k

−1% from £351k

Turnover and profit

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company SC215343. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Acumen Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (21)

2017

12 July 2017

  • The Financial Planning Group Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

1 November 2002

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

2 February 2001

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (5 shown here)
  • Every director appointment and resignation: 11
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Firms connected to Acumen Financial Planning

Other FCA-listed firms that share a director, phone number or address with Acumen Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Acumen Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Westhill

Brimmond Financial Management LtdWesthillAuthorisedWealthcare Management LimitedWesthillSee the registerAcumen Employee Benefits LimitedWesthillAppointed representativeSpringgen Advice LtdWesthillAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Acumen Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1695 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 21 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Acumen Financial Planning Limited FCA authorised?
Yes, Acumen Financial Planning Limited (FRN 218745) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2002 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Acumen Financial Planning’s phone number and website?
The FCA register lists the phone number 01224 392350 and the website acumenfp.com for Acumen Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Acumen Financial Planning a scam or clone?
Acumen Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Acumen Financial Planning?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Acumen Financial Planning?
Acumen Financial Planning is owned by The Financial Planning Group Limited, which holds 75–100% of shares and 75–100% of votes, since 12 July 2017.
Who runs Acumen Financial Planning?
Companies House lists 6 directors of Acumen Financial Planning: Alexander George Robertson, David Gow, Keith Mackie, Kevin Murray Mackenzie, Rhian Sarah Morgan and Laura Crowe.
How long has Acumen Financial Planning been in business?
The company was formed on 2 February 2001, and has held its current FCA authorisation since November 2002.
What do Acumen Financial Planning’s latest accounts show?
Its latest accounts, to 31 October 2025, show turnover of £8.53m (+6.7% from £8.00m) and profit before tax of £1.48m (+23% from £1.21m).
Does Acumen Financial Planning use any other names?
It trades as Family Wealth Powered by Acumen Financial Planning and Medical & Dental Powered by Acumen Financial Planning.

Sources and links

The full report on Acumen Financial Planning Limited

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