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Sandy Robertson Cfp profile image

Sandy Robertson Cfp

Managing Director at The Financial Planning Group
Intro Book
Sandy Robertson CFP is a seasoned financial expert with 25+ years of experience in investments, wealth management, and strategic financial planning, holding leadership roles in prominent firms.
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Location
Greater Aberdeen Area, GB
Skills
  • Investments
  • Inheritance Tax Planning
  • Strategic Financial Planning
  • Financial Planning
  • Investment Strategies
  • Show all
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Credentials

  • Fellow of the Institute of Financial Planning
    Institute of Financial Planning
    Jan, 1996
    - Jun, 2026
  • Certified Financial Planner
    Institute of Financial Planning
    Nov, 1995
    - Jun, 2026
  • Fellow of the Chartered Association of Certified Accountants
    ACCA
  • Member of the Chartered Institute of Bankers in Scotland
    Institute of Bankers in Scotland

Experience

  • The Financial Planning Group
    • Aberdeen, United Kingdom
    • Managing Director
      • Jun 2017 - Present
      • Aberdeen, United Kingdom

      Parent company to Acumen Financial Planning, Forty Two Financial Planning, Medical and Dental Financial Planners, Acumen Employee Benefits and Enrich Tax Consultancy.

  • Acumen Financial Planning
    • Managing Director
      • Nov 2002 - Present

      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.

  • Peterson Offshore Group
    • Board Member
      • 2013 - Jul 2019
  • Acumen Accountants & Advisors
    • Managing Director
      • Nov 1990 - Mar 2009

      Built a team of Accountants and Tax Practitioners to provide a comprehensive service offering in the North East of Scotland

  • Cassie & Co Accountants
    • Aberdeen
    • Partner
      • May 1984 - Oct 1990
      • Aberdeen

      In 1984, with Chartered Accountant and farmer Bob Cassie, established a new Accountancy Practice in the North East of Scotland.

  • Shell Expro
    • Aberdeen, United Kingdom
    • Accountant
      • Jul 1977 - Apr 1984
      • Aberdeen, United Kingdom

      Assistant Treasurer, Audit Liasion Accountant, Support Accountant in Supply and Logistics, Treasurer and finally Project Accountant in Engineering.

  • Clydesdale Bank
    • Aberdeen, United Kingdom
    • Trainee, Investment Administrator
      • Dec 1968 - Mar 1977
      • Aberdeen, United Kingdom

      General Banking traineeship, culminating in 2 years with the Bank's then Investment Department in Aberdeen.

Education

  • 1964 - 1968
    Peterhead Academy

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