Rhian Morgan has spent the past two decades building an exceptional career at Acumen Financial Planning, progressing to become Group Director and a Certified and Chartered Financial Planner. Dedicated to helping individuals, families and business owners achieve long-term financial confidence, she combines technical expertise with genuine care, while championing the future of the profession through innovation and mentoring.
Rhian Morgan is a Group Director and Certified and Chartered Financial Planner at Acumen Financial Planning, where she has built her career over the past two decades. Joining the firm at the start of her professional journey, Rhian has progressed through every stage of financial planning practice, focusing throughout on continuous development, and an unwavering focus on client outcomes. Her progression to Group Director is an indication to both her technical expertise and her broader contribution to the firm’s culture, growth, and direction.
Acumen Financial Planning works with clients at every stage of their financial journey, from those taking their first steps in building wealth, through to business owners planning their exit, and families looking to pass wealth efficiently and thoughtfully to the next generation. The firm’s expertise spans investment planning, retirement and pension planning, protection, tax-efficient strategies, and estate planning, offering a genuinely comprehensive service that evolves alongside each client’s life.
Throughout her 20 years at Acumen, Rhian has developed a particular specialism in helping families protect and preserve their wealth, both in everyday life and during the unexpected moments that can change everything. She takes a holistic, joined-up approach, working closely with specialist solicitors to ensure that the legal and financial elements of a client’s estate work seamlessly together. This close collaboration with other professionals, including accountants and tax specialists, means clients receive well-rounded, coordinated advice that leaves nothing to chance.
Rhian is a passionate advocate for the future of the profession. She has actively engaged with schools and universities to inspire younger people to consider careers in financial planning, believing firmly that a diverse and ambitious next generation is essential for the profession’s long-term health. She also embraces the role that AI and technology play in elevating client experience, creating more time for the conversations that truly matter, and giving clients the confidence that their wealth is in safe hands.
At the heart of it all Rhian holds a simple but powerful belief: that great financial planning is built on empathy, trust, expertise, and genuine care.
