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Acumen Financial Planning managing director receives 'Good Egg' Award

Oct 7, 2021

Sandy Robertson Acumen Financial Planning managing director Sandy Robertson was awarded the Tony Sellon Good Egg Award at the annual CISI (Chartered Institute for Securities & Investment) awards. The highly regarded accolade is awarded to individuals recognised for making an ongoing substantial contribution to the Financial Planning profession, their firm and to the CISI’s role within the profession. The Good Egg award named after the late Tony Sellon, founding member of the Institute Financial Planning has sought after candidates who have ‘high values, are kind and have good morals.’ With a financial services career spanning over 40 years, Mr Robertson has been running Acumen Financial Planning for 25 years. Inspired by a desire to help a client who needed help with tax matters further to many years of unadvised investment, Sandy and his team, to this day follow their sole purpose – “enabling and coaching clients to get from A to B with complete financial security”. Sandy Robertson said: “Following an exciting and colourful career, it’s a real honour to be recognised by the CISI at this year’s award ceremony. Financial planning has something which has and will always be a real passion of mine and it has been satisfying passing these core values onto our expanding and very capable team.” Last year’s winner was Mike Stafford CFP Chartered FCSI at Stafford Wealth. This award will join Acumen Financial Planning’s growing accolades having to secure a number of New Model Advisor honours and earlier this year winning the Scotland and Northern Ireland best advice firm at the NMA 2021 awards.

Nov 22, 2019
When Tom Met Gene

Sandy Robertson Investments

1 Investments

Sandy Robertson has made 1 investments. Their latest investment was in Spreecast as part of their Series A on September 9, 2012.

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Sandy Robertson Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/7/2012

Series A

Spreecast

$7M

Yes

2

Date

9/7/2012

Round

Series A

Company

Spreecast

Amount

$7M

New?

Yes

Co-Investors

Sources

2

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