Jonathan Acsi

Trainee Paraplanner at Acumen Financial Planning

Jonathan Acsi's Professional Contact Details

Email (Verified)
****
HQ
+44 1224 392350
Location
Aberdeen, Scotland, United Kingdom
Company
Acumen Financial Planning
Person Seniority
entry

Jonathan Acsi's Current Company Details

Follow us on Twitter: http://twitter.com/acumenfp Accredited Financial Planning Firm of the Year 2016 New Model Adviser Firm of the Year 2017 (Scotland & N I) We are an award winning, independent A...
Follow us on Twitter: http://twitter.com/acumenfp Accredited Financial Planning Firm of the Year 2016 New Model Adviser Firm of the Year 2017 (Scotland & N I) We are an award winning, independent Accredited and Chartered Financial Planning Firm, helping clients across the UK achieve their full financial promise. We provide clients with a clear view of their financial future. In particular, we offer advice on:- Pensions & Retirement Planning Savings & Investments Tax Management Estate Planning Corporate & Workplace Pensions Authorised and regulated by the Financial Conduct Authority. More details can be found on our website http://www.acumenfp.com/
Founded Year
2002
Organization Website
acumenfp.com
Organization Languages
English
Current Technologies
outlook
office 365
google analytics
mobile friendly

Job Functions

Finance
financial planning strategies
retirement planning
investment planning
tax planning
corporate financial planning
workplace pensions
employee benefits
financial neutrals in divorce separation
medical pension specialists
pensions
nhs pension specialists
finance

Jonathan Acsi's Work History and Education

Acumen Financial Planning
Trainee Paraplanner
2017 - Present
Navigation Wealth Management Ltd

Colleagues at Acumen Financial Planning

Financial Planner
Financial Planning Manager
Document Scanning to Archive Assistant (Temping )
Chartered Financial Planner
Certified Financial Planner

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