Sandy Robertson
Managing Director @Acumen Financial Planning
Aberdeen, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2002 — Present
Managing Director @Acumen Financial Planning
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Leading a dedicated Professional Financial Planning team. I walk the floor, talk to my team, encourage them, learn from them, and laugh with them. Our sole purpose is to get our clients from their various A\'s to B\'s in life with complete financial security.
EDUCATION
1964 — 1968
Peterhead Academy
4 O Levels
SKILLS
Estate PlanningStrategic Financial PlanningInvestment AdvisoryFinancial ModelingDivorceRetirement Plan ConsultingRetirement Income StrategiesIncome TaxCharitable Giving StrategiesEmployee BenefitsFinanceCritical IllnessAnnuitiesHigh Net Worth IndividualsAccountingInvestment StrategiesInvestmentsRetirement PlanningBoard LevelWealth ManagementTax LawPension FundsTerm Life InsuranceIncome ProtectionWealth AccumulationFinancial PlanningInheritance Tax PlanningTax
ABOUT SANDY ROBERTSON
Sandy heads up Acumen Financial Planning which is based in Aberdeen, Scotland. He and his…
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