Acumen Associate Financial Services Ltd
Acumen House Ynysddu, Pontyclun, CF72 9UA Directionshttps://www.yell.com/biz/acumen-associate-financial-services-ltd-pontyclun-6430991/#view=map
Clear view no nonsense INDEPENDENT FINANCIAL ADVICE 33 years experience, being independent allows us to work on your behalf. www.acumenafs.com
Summary provided by Greg Spiller (Practice Principal) of Acumen Associate Financial Services INDEPENDENT FINANCIAL ADVISERS.
My prime objective was to provide a personalised service to match clients ongoing Independent Financial Advice requirements and that was why I established Acumen Associate Financial Services. Our services are carried out on a full advisory basis.
Acumen has a flexible approach which allows us to provide a face to face service our preferred method.
We are also happy to provide our services by phone, by post, email or skype and by using technology we can provide our services throughout the UK in a flexible, comprehensive and professional way.
Being independent allows us to work on your behalf, whether you are looking for advice in a specific area or a full financial review, we are ideally placed to help you.
We provide bespoke independent financial advice and aspire to assist you to achieve your personal and or corporate financial objectives, we have a proven track record of effective problem solving and attention to detail, our goal is to meet and exceed the expectations.
Products and services
Personal & Business Financial Planning
Personal & Business Insurances
Retirement Planning - both Individual and Group
Wealth Preservation/Tax Planning
Investments & Savings
Mortgages & Equity Release
Long Term Care
Links with firms of Solicitors & Accountants
Free Initial Consultation
Numerous Client Testimonials
Various consultation options office or home visits
Buy To Let Mortgages
Income Protection Insurance
Investment and Trust Companies
Life Assurance and Pension Companies