Acumen Associate Financial Services Ltd

Acumen House Ynysddu, Pontyclun, CF72 9UA Directions

Tel 0800 298 6311
   Open today 09:00 - 17:00

Business overview

Clear view no nonsense INDEPENDENT FINANCIAL ADVICE 33 years experience, being independent allows us to work on your behalf.

Summary provided by Greg Spiller (Practice Principal) of Acumen Associate Financial Services INDEPENDENT FINANCIAL ADVISERS.

Our Company

My prime objective was to provide a personalised service to match client’s 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.


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Products and services

FCA regulated

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



Commercial Mortgages

Income Protection Insurance

Investment and Trust Companies

Investment Consultants

Life Assurance and Pension Companies

Life Insurance


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