Response rating
7.0/10
FCA verified
24th April 2017

Acumen Associate Financial Services

Independent Financial Adviser Acumen House, Ynysddu, Pontyclun, Mid Glamorgan, CF72 9UA
First meeting at adviser's own cost
We offer clear, no-jargon Independent financial planning advice 35 years – Experience of providing award winning financial advice.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Long term care
Meet our advisers
Gregory Spiller
Practice Principal
Accreditations
Certified Financial Planner
Where to find us
About us

Acumen Associate Financial Services has a quality team of staff with many years of experience in the financial services industry. We offer advice on a variety of products including Mortgages, Insurance, Pensions, Investments, Inheritance Tax Mitigation and a Trust Review Service.

We offer a personal Financial Review Service with the first meeting being FREE of charge. Any additional work is on an adviser charge or fee basis and will be agreed at the first meeting.
Acumen Associates Financial Services is a trading style of Aspire Financial Management Limited.

Our services

Acumen Associate Financial Services is a progressive and successful independent financial adviser firm with the objective of providing financial advice in this ever more competitive and regulated world with an adviser who shares your vision, principles and values.

Therefore you will find that we are committed to providing impartial, informed and unbiased advice in the most professional way with total confidentiality.

We have the experience of working with individuals, as well as small to medium size businesses.

Our aim is help you achieve your individual and or corporate financial objectives.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

We are happy to help by simplifying the complicated areas of financial planning, enabling you to make an informed decision.

For our full Terms Of Business please visit our website www.acumenafs.com
How We Are Paid:
This information relates to Independent Financial Planning Advice Services, the cost of which is dependent on which Advice Service you select. An abbreviated summary of our Service options are listed below for your convenience.
Client or Company Payment Options:
Fee Option.

Adviser Charging Options.
Adviser Initial charge.
1. An amount would be deducted from your Initial Investment equal to the agreed adviser charge.

Adviser Ongoing Advice Service Charge.
2. This is variable based on which Adviser Service you select at the outset; the Service propositions are:
•Premier Service
•Primary Service
•Transactional Service.
We will confirm in writing the actual adviser charge based on the service you have selected.

The Fee Option.
We will agree the rate we will charge before beginning work. We will tell you if you have to pay VAT.
We are able to quote a fixed fee for a specific project. Please ask us for more information. You may also ask us not to exceed a given amount without checking with you first.

Our Independent Financial Planning Advice Services relate to the following: Personal & Corporate Financial Planning on:
l. Pensions
2. Savings & investments
3. ISAs
4. Life Assurance
5. Mortgages
6. Annuities
7. Lifetime Care
8. Equity Release
Our three Independent financial advice service propositions are outlined above, whichever service is most appropriate for you would be agreed following an in-depth discussion.

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