Acumen Associate Financial Services Ltd

Independent Financial Adviser Acumen House, Ynysddu, Pontyclun, Mid Glamorgan, CF72 9UA
FCA verified
12th August 2019
We offer clear, no-jargon Independent financial planning advice 36 years – Experience of providing award winning financial advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Gregory Spiller
Practice Principal
Where to find us

Acumen House, Ynysddu, Pontyclun, Mid Glamorgan, CF72 9UA

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 Ltd is authorised and regulated by the Financial Conduct Authority.
Under reference FCA Number 774649.

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

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 on our website.

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