Acumen Associate Financial Services Ltd

Reference number: 774649

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When acumenafs.com first appeared online, and whether it can receive email
  • What kind of line 01443 226616 is
  • Who else gives the postcode CF72 9UA
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Acumen Independent Financial Advisers Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05009614
Company status
Active
Company type
Private limited company
Incorporated
8 January 2004 (22 years old)
Registered office
Summit House 10 Waterside Court, Albany Street, Newport, NP20 5NT, Wales
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Gregory Vesey Spiller Director Nov 1958 8 Jan 2004 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 30 March 2026Micro-entity accountsNot audited

Net assets

£222k

+8.4% from £205k

Employees (average)

2

−33% from 3

Owed within a year

£39.0k

−11% from £43.9k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05009614. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Acumen Associate Financial Services’s history from the FCA register and Companies House, newest first.

Key events (4) All events (10)

2017

8 June 2017

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

1 July 2016

  • Gregory Vesey Spiller took control (75–100% of shares)

Companies House

2004

8 January 2004

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (4 shown here)
  • Every director appointment and resignation: 3
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Firms like Acumen Associate Financial Services

Other firms of the same type (financial adviser), nearest first.

In Pontyclun

EST Wealth LtdPontyclunAuthorisedSavvy Wealth Management LtdPontyclunAuthorisedAndrew WallPontyclunAppointed representativeBrowne & Brown IFA LimitedPontyclunAppointed representativeMJS financial services LTDPontyclunAppointed representativeStarrd Financial Solutions LtdPontyclunAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Acumen Associate Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is Acumen Associate Financial Services Ltd FCA authorised?
Yes, Acumen Associate Financial Services Ltd (FRN 774649) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Acumen Associate Financial Services’ phone number and website?
The FCA register lists the phone number 01443 226616 and the website acumenafs.com for Acumen Associate Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Acumen Associate Financial Services a scam or clone?
Acumen Associate Financial Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Acumen Associate Financial Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Acumen Associate Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Acumen Associate Financial Services?
Companies House lists one person with significant control of Acumen Associate Financial Services: Gregory Vesey Spiller (75–100% of shares).
Who runs Acumen Associate Financial Services?
Companies House lists one director of Acumen Associate Financial Services: Gregory Vesey Spiller.
How long has Acumen Associate Financial Services been in business?
The company was formed on 8 January 2004, and has held its current FCA authorisation since June 2017.
What do Acumen Associate Financial Services’ latest accounts show?
Its latest accounts, to 30 March 2026, show net assets of £222k (+8.4% from £205k).
Does Acumen Associate Financial Services use any other names?
It trades as Acumen Independent Financial Advisers.

Sources and links

The full report on Acumen Associate Financial Services Ltd

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