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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Acumen House, Ynysddu, Pontyclun, Mid Glamorgan, CF72 9UA
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