Acumen Associate Financial Services Ltd

Independent Financial Adviser  Acumen House, Mid Glamorgan, CF72 9UA
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FCA authorised
Last authorised 26th October 2020
We offer clear, no-jargon Independent financial planning advice 36 years – Experience of providing award winning financial advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
Gregory Spiller
Practice Principal
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.

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

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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