Personal Finance
Independent Financial Advice For You & Your Family
We listen to your needs and offer clear, no-jargon financial planning advice.
At Acumen Associate Financial Services Ltd we are committed to add significant value to individuals with our financial services proposition. It is this commitment which gives us the foundation for our comprehensive ongoing financial health check service and delivering value to our clients.
Client care is always the catalyst for our tailored financial plans to suit the needs of both our personal and business clients. Working with you in partnership ensures that we have your common wealth accumulation and security goals at the forefront of our financial strategies.
Choosing the right financial partner is one of the most important relationships we have in achieving the lifestyle we deserve-we at Acumen Associate Financial Services Ltd look forward to working with you in attaining those financial outcomes.
Annual Review
A complete review of your financial strategy – including a financial health check.
Financial Liason Service
Providing a liaison service for all your accounting, legal and professional advisers.
Investment Proposition
Risk profiling, asset allocation modelling, portfolio construction, asset allocation re-basing, portfolio analysis, online valuation.
Taxation Service
Inheritance Tax & Estate planning, tax liaison, SIPP and Pension planning.
The professional service offered by Greg is exemplary and there is a real effort to ensure the products of interest are suited to my needs.
Kirsten Wilcock (Domain Leader, WJEC)
Want to find out more?
Why use an Independent Financial Adviser?
As Financial Advisers, Acumen Associate Financial Services Ltd have access to a wide range of products and services available in the UK – as opposed to Restricted Advisers, who may only advise and offer products from the company they represent. This means that we are able to give you impartial financial advice and recommend the most appropriate products for you, so that you will enjoy choice, value for money and our high-quality service. Acumen Associate Financial Services Ltd are authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with your personal and corporate financial planning.
Location
Acumen Bungalow,
24 Castan Road,
Pontyclun
CF72 9EH
Trading address:
Acumen House
Ynysddu
Pontyclun
CF72 9UA
Acumen Independent Financial Advisers is registered in England and Wales no. 5009614. Registered office 16 Gold Tops, Newport NP20 4PH.
Authorised and regulated by the Financial Conduct Authority. Acumen Independent Financial Advisers is entered on the Financial Services Register https://register.fca.org.uk/under reference 774649.
If you wish to register a complaint, please write to mail@acumenifa.com or telephone 0800 298 6311. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.