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Insider UK
Business
Peter A Walker

Financial planning firm opens new Glasgow office

Aberdeenshire-headquartered Acumen Financial Planning has grown its presence in the west of Scotland with the opening of a new office in Glasgow.

The team, made up of 12 financial planners, has made the move to the west end location following significant growth throughout the firm’s divisions.

Its presence in Glasgow began in 2017 with the acquisition of Forty-Two Financial Planning.

Previously located in the southside of the city, the Glasgow division will be headed up by regional manager Laura Crowe, a chartered financial planner with more than 20 years’ experience.

She will be supported by chartered financial planner Tom Hyslop, paraplanners Amanda McLardie, Madailein Alexander and Steven Hurley, training and competence supervisor Pauline McKinley, and client relationship manager Melanie Shields.

Crowe will also oversee the management of the group’s most recent acquisition, wealth management practice Loch Fyne Financial, in 2021.

This deal saw the company gain five new members of staff, including financial planners Jackie Coyne and Paul Ross, client services manager Lisa Hodgson, technical support Joanne McIntyre, and most recently, paraplanner Emma Leitch.

Loch Fyne Financial's founding director Douglas McIntyre retired from the business in May.

Crowe commented: “Having a presence within the cities in which we operate is so important, as it enables us to offer clients a space where they can access bespoke financial planning advice.

“We are finding more than ever in recent years, that after the pandemic, face to face advice is appreciated more than ever.”

The new Glasgow office is hiring for new members of staff.

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