{"source":"Breaknorm","page":"https://breaknorm.co/company/acumenfp.com","license":"https://breaknorm.co/terms","domain":"acumenfp.com","name":"Acumen Financial Planning","legal_name":"Acumen Financial Planning","country":"GB","country_second":"US","city":"Achath","admin1":"Scotland","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"independent_financial_advisers","summary":"Acumen Financial Planning is an independent financial planning firm in Scotland that provides pensions and retirement planning, savings and investment advice, tax planning, estate planning, and family wealth planning for clients. It offers pension transfer advice, inheritance tax advice, will and trust advice, and a client area portal. It serves clients across Aberdeen, Edinburgh, Glasgow, Elgin and Peterhead.","offerings":["pension transfer advice","defined benefit pension advice","inheritance tax advice","charitable contributions advice","will and trust advice","financial health checks","client area portal"],"target_customers":["retirees and investors"],"business_model":["B2C"],"geo_scope":"regional","headcount":"51-200","headcount_source":"linkedin","revenue":"10M-50M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/acumen-financial-planning","reviews":[],"contact_points":2,"contact_phones":3,"page_types":["privacy","pricing","terms","team","home","imprint","contact","careers","references","services"],"crawled":"2026-08-19","profiled":"2026-08-19","indexed":"2026-09-19","hiring_built":"2026-10-27","website_tech":["calendly","20i","brevo","campaign_monitor","exclaimer","microsoft_365","microsoft_entra_id","microsoft_intune","microsoft_teams"],"hiring":{"open":3,"open_postings":3,"new_7d":0,"new_30d":0,"new_90d":1,"closed_30d":0,"countries":[]},"hiring_functions":[["finance_and_accounting",2,0]],"tech_jobs":[{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":2,"first_seen":"2025-11-20","function":"finance_and_accounting","quote":"• A reasonable working knowledge of the Microsoft office suite including word, excel, outlook and teams","title":"Trainee Paraplanner"}],"intents":[],"recent_postings":[{"id":7396374,"title":"Paraplanner","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":null,"posted":"2026-09-10","url":"https://www.acumenfp.com/career/paraplanner-2/","tech":["microsoft-office"]},{"id":7396375,"title":"Employee Benefits Consultant (Acumen Employee Benefits)","city":"","function":"","family":null,"seniority":null,"posted":"2026-02-24","url":"https://www.acumenfp.com/career/employee-benefits-consultant/","tech":[]},{"id":7396376,"title":"Trainee Paraplanner","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"training","posted":"2025-11-20","url":"https://www.acumenfp.com/career/trainee-paraplanner-glasgow/","tech":["microsoft-office"]}],"ats":"Ownsite_html","similar":[{"domain":"akw.com.au","name":"AKW","country":"AU","city":"Wagga Wagga","headcount":"51-200","leaf":"independent_financial_advisers","summary":"AKW is a service provider in financial planning and wealth advising that offers tax, succession planning and retirement planning for individuals."},{"domain":"kempercapitalmanagement.com","name":"Kemper Capital Management","country":"US","city":"Modesto","headcount":"51-200","leaf":"wealth_management_general","summary":"Kemper Capital Management is a financial planning firm that provides investment consulting, retirement planning and trust administration for clients across the ."},{"domain":"eabuck.com","name":"E.A. Buck Financial Services","country":"US","city":"Honolulu","headcount":"51-200","leaf":"independent_financial_advisers","summary":"E.A."},{"domain":"adamsbrownwc.com","name":"Adams Brown Wealth Consultants","country":"US","city":null,"headcount":"201-500","leaf":"independent_financial_advisers","summary":"Adams Brown Wealth Consultants is a financial planning and wealth management firm in Kansas and Arkansas that provides personal financial planning, retirement p."},{"domain":"maclaude.com.br","name":"maclaude.com.br","country":"BR","city":"Rio de Janeiro","headcount":"51-200","leaf":"wealth_management_general","summary":"The company is an asset management consulting firm that helps individuals plan, build and optimize their financial assets."},{"domain":"choicefinancialadvice.com.au","name":"Choice Financial Advice","country":"AU","city":"Highett","headcount":"201-500","leaf":"independent_financial_advisers","summary":"Choice Financial Advice is a financial advisory service that provides retirement planning, superannuation advice and age pension guidance for private individual."}],"similar_scored":577,"customers":null,"as_of":"2026-11-02","updated_at":"2026-11-02","hash":"76da937f52505d7f","index_tier":1}