Sandy Robertson

Managing Director @Acumen Financial Planning

Aberdeen, GB
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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Sandy Robertson — Managing Director at Acumen Financial Planning in Aberdeen, GB | Unifers