Acumen Financial Planning Ltd

Acumen Financial Planning Ltd
  • Name Acumen Financial Planning Ltd
    • Street address 20 Torphichen Street
    • Location Edinburgh, Scotland, United Kingdom
  • About David has been in Financial Services for several years now. During his career he has provided consultation services to individuals including medical consultants and company directors advising them on how to improve upon achieving their objectives and promoting efficient fund management. He is passionate about the need to evolve the financial services industry into a profession. In particular, he is an advocate of the need for clients to receive impartial fee based advice as they become older, wealthier and their affairs become more complex. David has contributed articles to journals with the emphasis on his beliefs of mitigating tax, protecting human capital and diverse multi asset cla
  • Website www.acumen.info/financial/financial…
  • Tags investments, pensions, isas, planning, retirement, passive, investing, limited, company, wrap, independent, income, protection, endowments, edinburgh, low, cost, finance
  • Phone 01312210900
  • Joined Sep 09
  • Presentation 1, Documents 0
  • Following 0, Followers 0

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