Business Details
22 Years
experience
Your Trusted Financial Partner in Pontyclun
Acumen Associate Financial Services Associate Financial Services has been delivering independent financial advice since 2004. With over 35 years of combined experience in the financial services sector, we specialise in providing whole-of-market solutions tailored to both personal and corporate clients. Our approach combines thorough financial health checks with bespoke planning strategies, ensuring clients receive impartial advice aligned with their unique circumstances.We utilise advanced technology to deliver our services across the UK through face-to-face meetings, video consultations, or telephone appointments. As an FCA-authorised firm, we maintain rigorous professional standards while prioritising client care and transparency in all our financial recommendations.
Services
Pensions Advice
Mortgage Planning
Insurance Solutions
Investment Portfolios
Equity Release
Wills & Probate
Business Finance
Tax Planning
Retirement Planning
Life Insurance
Details
- Year established: 2004
Highlights and features
- 35+ years of combined experience in financial services
- FCA-authorised independent financial advisers
- Whole-of-market product access for impartial advice
- Bespoke financial planning tailored to client needs
- Technology-enabled service delivery across the UK
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional pension advice
Personalised financial planning
Responsive client support
Long-term reliability
Expert mortgage solutions
Services
Pensions Advice
We provide comprehensive pensions advice covering state pensions, workplace schemes, and self-invested personal pensions. Our specialists help clients navigate pension simplification, tax efficiency, and retirement income strategies. With expertise in both individual and corporate pension solutions, we ensure clients maximise their retirement savings while minimising liabilities.
Mortgage Planning
Our mortgage planning service covers residential purchases, remortgaging, and buy-to-let investments. We access competitive market rates and tailor solutions for first-time buyers, experienced investors, and business clients. The service includes equity release options and specialist advice for property transactions in the UK and Spain.
Investment Portfolios
We create diversified investment portfolios aligned with clients' risk profiles and financial goals. Services include discretionary fund management, ISA wrappers, and bond investments. Our approach focuses on long-term growth, tax efficiency, and regular portfolio reviews to adapt to changing market conditions and client circumstances.
Life Insurance
Our life insurance solutions include term assurance, critical illness cover, and income protection policies. We offer whole-of-market comparisons to find appropriate protection for individuals and families. The service extends to corporate solutions like keyman insurance and group life cover for business clients.
Wills & Probate
We provide guidance on creating legally sound wills and managing probate processes. Our services include inheritance tax planning, trust creation, and executor support. We work with legal professionals to ensure clients' assets are distributed according to their wishes while minimising tax liabilities.
People
Greg Vesey Spiller
Managing Director
With over 40 years in financial services, Greg established Acumen Associate Financial Services Associate Financial Services in 2004 after a successful career with Prudential. He specialises in bespoke financial planning, holding multiple industry qualifications. Greg combines technical expertise with personal service, regularly attending client meetings and maintaining professional memberships with leading financial institutions.
Nigel Ward
Operations Manager
Nigel brings extensive compliance and training experience from his 40-year career in financial services. He oversees regulatory reporting and adviser supervision while supporting client research. A qualified CEMAP professional, he ensures operational excellence and adherence to FCA standards across all client interactions.
Questions
What financial services do you specialise in?
We specialise in pensions, mortgages, investment portfolios, life insurance, and estate planning for individuals, alongside business finance solutions including employee benefits and corporate protection.
Are you regulated by the Financial Conduct Authority?
Yes, we are directly authorised and regulated by the Financial Conduct Authority (reference 774649) and appear on the Financial Services Register.
How does your financial planning process work?
Our process involves understanding your circumstances, defining goals, analysing financial positions, creating tailored plans, implementing solutions, and conducting regular reviews to maintain alignment with changing needs.
Do you offer services outside South Wales?
While based in Pontyclun, we use technology to provide services nationwide through face-to-face meetings, video calls, or telephone consultations.
Can you help with complex financial situations?
Our team has extensive experience handling complex cases including international property transactions, multi-pension consolidation, and business succession planning, ensuring comprehensive solutions for all client needs.
Reviews (1)
Ruth Amesbury
May 10, 2022
Report
Greg Spiller IFA and Practice Principal of Acumen Financial Services has provided an efficient and professional service by arranging a number of buy to let mortgages for me over the past few years. Each time he has managed to secure the best mortgage deal, been on hand with any advice required and has ensured that the process has run smoothly from start to finish. I will certainly be using him in the future and would be more than happy to recommend him to others.
