Response rating
7.0/10
FCA verified
11th December 2017

Acorn Financial Planning Ltd

Financial Adviser (Restricted Whole of Market) 25 St George'S Road, Cheltenham, Glos, GL50 3DT
First meeting at adviser's own cost
Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.
We can advise you on
    • Investing for income
    • ISAs
    • OEICs
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Nick Jones ACII, Dip PFS, Chartered Insurance Practitioner ACII, Dip PFS, Chartered Insurance Practitioner
Director
Peter Lawson FCII, DipPFS, Chartered Insurance Practitioner FCII, Dip PFS, Chartered Insurance Practitioner
Director
Where to find us
About us

Acorn Financial Planning Ltd have been established in Cheltenham for over 19 years. We have Corporate and Individual Clients throughout the UK.

The Directors and Managers have worked in Pensions for our entire working lives - an average of over 30 years each of combined experience - and all have a strong administrative and technical background.

Both Directors are CII Chartered Insurance Practitioners and have been for many years.

WE ALWAYS WELCOME ENQUIRIES FROM PROSPECTIVE NEW INDIVIDUAL OR CORPORATE CLIENTS.

Our services

We specialise in all aspects of Pension, & Retirement Planning for both Companies & individuals.

Companies - We can help ensure you comply with Qualifying Work Place Pension Legislation. We offer a fully bespoke solution up to and beyond Auto Enrolment, including ongoing administration of your Work Place Pension, so that you can concentrate on running your Business.

Individual Clients - Pension Planning (up to your Retirement), Retirement Planning (how to utilise your Pensions and Investments most efficiently post Retirement) Stocks and Shares NISA's, Investment Bonds, Unit Trusts, WRAP / Platform based Investments, Life Assurance, Income Protection.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Acorn Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate taxation advice or trusts.
Registered in England - No. 08580073

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