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  11. Acacia Financial Consultants Ltd

Acacia Financial Consultants Ltd

Independent Financial Adviser 2 Warren Farm Cottages, The Warren, Ashtead, Surrey, KT21 2SH
FCA verified
12th August 2019
Offering comprehensive independent advice using an holistic approach with jargon free guidance tailored to meet your individual requirements.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Investing for income
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Howard Robinson
Where to find us

2 Warren Farm Cottages, The Warren, Ashtead, Surrey, KT21 2SH

About us

Acacia Financial was established in 2017 by Howard Robinson after spending 25 years in Financial Services Industry working for Banks, Building Societies and IFA Networks.

Our services

We focus on providing a quality on-going service to ensure you are kept fully updated on your financial goals. The personal touch and value for money is important to us. Howard can also be found regularly assisting at the Citizens Advice Bureau.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£500,000
Compliance

Investment:
We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.

Non-investment protection contracts:
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Acacia Financial Consultants Ltd, is registered in England and Wales as a Limited Company No. 10854069. We are authorised and regulated by the Financial Conduct Authority. FSR number 786358.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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