Acorn Financial Planning Ltd

Restricted - Whole of Market  25 St George'S Road, Cheltenham, Gloucestershire, 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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group risk
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Peter Lawson FCII, DipPFS, Chartered Insurance Practitioner FCII, Dip PFS, Chartered Insurance Practitioner
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

Nick Jones ACII, Dip PFS, Chartered Insurance Practitioner ACII, Dip PFS, Chartered Insurance Practitioner
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

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.

Where to find us
Head office address: 25 St George'S Road, Cheltenham, Glos, GL50 3DT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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