Top Financial Planning Firm to host Retirement Planning Seminar in Glasgow

26 Mar 2025

One of Scotland’s leading independent financial planning firms and recent member of the Glasgow Chamber of Commerce will be hosting a complimentary Retirement Planning Seminar in Glasgow city centre on Thursday 8 May. 

Established in 2002, Acumen Financial Planning provides independent financial advice supporting clients with the transition from work to life after work, whether business owners, self employed or employed. They are experts in pensions, savings & in and estate planning providing clients with whole of the market investment options and financial plans personal to each client, irrespective of changing rules and regulations. 

Commenting on the event, Director Laura Crowe said, “We help clients achieve their financial goals with complete confidence. Our face-to-face events are extremely popular and provide the opportunity to get a second opinion or simply check with our team if they are on track to achieve their retirement goals. Our financial planning service is much more than managing money, providing clients with a holistic view on the factors to consider to build a secure future. 

With more changes coming to Pension and IHT legislation, it has always been a complex area to navigate and make the right decisions. It is important for people of have access to the latest information with regards to their pensions and savings to ensure they have adequate provision for their retirement.” 

Covering key insights on how to effectively plan and save for retirement, the financial experts from Acumen will present on: 

• How much is enough? Understanding what you will need for a comfortable retirement
• Creating your ideal retirement lifestyle – financial forecasting and income planning
• Maximising financial independence – strategies to create a future where work is an option, not an essential
• Navigating legal essentials – Wills, Powers of Attorney, and protecting your wealth
• Overcoming obstacles – common retirement pitfalls and how to avoid them
• The emotional & psychological side of retirement – preparing for life beyond work 

This event is a face-to-face event hosted by Acumen Financial Planning on Thursday, 8th May 2025 6.30pm at Kimpton Blythswood Square Hotel, Glasgow. 

Places are limited and booking is essential. Reserve your place today on Eventbrite. For more details, contact us at: marketing@acumenfp.com | 0141 404 1500. 

https://www.eventbrite.com/e/1206827777369?aff=oddtdtcreator