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Managing Director- Acumen Associate Financial Services Ltd.
INDEPENDENT FINANCIAL ADVISER (Practice Principal)
With over 35 years’ experience in providing Financial Services advice, Greg has gained something that cannot be taught – Experience. This provides him with the ability to talk with clients and plan their financial future.
Previously working as the “Man from the Pru”, he became the Prudential’s top Senior Financial Consultant Nationally whilst achieving further prestigious accolade in the National Financial Adviser Awards held in Millennium year, whereby he was awarded the Silver Medal in this competition which was sponsored by Money Marketing who are well known for providing the premier financial services awards.
Becoming an Independent Financial Adviser in January 2001, he went on to establish Acumen Associate Financial Services Limited just three years later, a progressive and successful independent financial adviser firm, focusing on sharing client’s visions, principles and values. Specialising in providing a bespoke, professional service, offering a Personal Financial Plan to every client, tailored to individual’s circumstances.
Outside of Acumen Greg regularly attends the local gym and swimming sessions, remaining fit and healthy has always been an important part of his life as previously he was a professional Flat Race Jockey. Horse riding and racing is still his great passion along with Formula 1, rugby and football. Spending time with family, friends, grandchildren and pet dog are equally important.
As an active member of a business group – Pontyclun Business Community www.pontyclunbc.co.uk which delivers support and networking opportunities to businesses in the South Wales area, he remains very supportive of local businesses and restaurants in his community.
Professional memberships include; The Personal Finance Society, the Institute of Financial Planning, the Society of Mortgage Professionals, and the Chartered Insurance Institute.
Director- Acumen Associate Financial Services Ltd
As a Director at Acumen Financial Services, I have an active role in the day to day planning and organising of the business. It’s also great to take pride in seeing something you have helped develop to become a successful client service focused business.
Having brought up three children and taken an active role in the community, in 1994 I helped establish the younger section within the local scout group and with over 26 years’ involvement, I have since become the Group Scout Leader in charge with over a hundred children attending on a weekly basis. Following on from this role Shelley is now one of Rhondda Cynon Taf District Training Advisors and a member of the Advisory Appointments Committee helping those to get involved within the scouting movement.
Shelley is keen to promote young people and adults and actively support the Duke of Edinburgh Award within the scout group. Fundraising is an integral part in supporting the scout group and the inclusion of the local businesses and young people are essential.
Recognition with prestigious awards from the scouting movement have been received, however, my main aim is to support all young people in their physical, mental and spiritual development, that they may play constructive roles in society, with a strong that everyone should be given the chance to enjoy and learn new skills.
Shelley enjoys spending her free time with her family and pet dogs.
Paraplanner and Technical Support Consultant- Acumen Associate Financial Services Ltd.
Wyn has over 45 years’ Financial Services experience, more than 20 years of which was with Friends Provident as a Senior IFA Consultant. He joined Acumen in 2008 and provides technical research support and paraplanning services to the practice.
He has a Diploma in Financial Planning, has been an Associate of the Institute of Financial Planning and a member of the Society of Trust and Estate Practitioners. He specialises in inheritance tax mitigation and trustee investment issues.
Wyn enjoys spending his free time with his family and pet dogs and loves classical music.