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Company · Independent financial advisers

Acumen Financial Planning

As of 2 November 2026, Acumen Financial Planning has 3 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Office as the tools the team works in.

As of 2 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Achath, United Kingdom51-200 employees10M-50M revenue, est.B2Cacumenfp.com ↗LinkedIn ↗
Headquarters
Achath, Scotland, United Kingdom
Employees
51-200 employees (linkedin)
Sells to
retirees and investors
Certifications on site
Site languages
EN
Career system
Ownsite_html
3open roles · 0 new in 30 days
1tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Acumen Financial Planning in one screen

Read from acumenfp.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Acumen Financial Planning does

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.

pension transfer advicedefined benefit pension adviceinheritance tax advicecharitable contributions advicewill and trust advicefinancial health checksclient area portal
Whom it sells to

Named on the site: retirees and investors.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 577 scored.

AKWAustralia · 51-200 employeesKemper Capital ManagementUnited States · 51-200 employeesE.A. Buck Financial ServicesUnited States · 51-200 employeesAdams Brown Wealth ConsultantsUnited States · 201-500 employeesmaclaude.com.brBrazil · 51-200 employeesChoice Financial AdviceAustralia · 201-500 employees
03Tech stack, with the evidence

What Acumen Financial Planning says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft OfficeFinance & accounting · medium confidence · 2 postings
• A reasonable working knowledge of the Microsoft office suite including word, excel, outlook and teams
Trainee Paraplanner · first seen 2025-11-20
On the website or in DNS

Vendors whose code loads on acumenfp.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

Calendlyseen on acumenfp.com20iseen on acumenfp.comBrevoseen on acumenfp.com
campaign_monitorseen on acumenfp.com
exclaimerseen on acumenfp.com
Microsoft 365seen on acumenfp.com
Microsoft Entra IDseen on acumenfp.com
microsoft_intuneseen on acumenfp.com
microsoft_teamsseen on acumenfp.com
04Hiring

3 open roles, 1 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United Kingdom →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Acumen Financial Planning, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Acumen Financial Planning to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Acumen Financial Planning

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 577 scored.

AKWIndependent financial advisers · Australia51-200 employees
Kemper Capital ManagementWealth management general · United States51-200 employees
E.A. Buck Financial ServicesIndependent financial advisers · United States51-200 employees
Adams Brown Wealth ConsultantsIndependent financial advisers · United States201-500 employees
maclaude.com.brWealth management general · Brazil51-200 employees
Choice Financial AdviceIndependent financial advisers · Australia201-500 employees
07Profile

From the company's own website

Legal nameAcumen Financial Planning
IndustryBusiness & finance services · Independent financial advisers
Offeringspension transfer advice · defined benefit pension advice · inheritance tax advice · charitable contributions advice · will and trust advice · financial health checks · client area portal
Target customersretirees and investors
Geographic scoperegional · also United States
Reviews found
Public contact points2 role addresses · 3 phone numbers
Pages readprivacy, pricing, terms, team, home, imprint, contact, careers, references, services
Datescrawled 2026-08-19 · profiled 2026-08-19 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Acumen Financial Planning (Achath, United Kingdom, 51-200 employees) has 3 open roles, 0 new in 30 days, and names 1 tools in its postings. (Breaknorm, 2 November 2026, https://breaknorm.co/company/acumenfp.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from acumenfp.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Ownsite_html career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Acumen Financial Planning: questions

Does Acumen Financial Planning use Microsoft Office?

Yes, by the company's own words: 2 postings name it, first seen 2025-11-20, in the finance & accounting team.

Is Acumen Financial Planning hiring?

3 open roles as of 2 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From acumenfp.com itself: we crawled it on 2026-08-19, built the profile on 2026-08-19, and read its career site (Ownsite_html) hourly since. Headcount is from LinkedIn.

Who should I write to at Acumen Financial Planning?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 2 public role addresses from the site are there too.

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