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

Response rating

7.0/10

17th December 2018

Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Tax & trust planning
- 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

Qualifications & Accreditations Hide qualifications

ACII - Associateship Examination (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

J05 - Pension Income Options (CII)

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.

G60 - Pensions (CII)

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

Peter Lawson FCII, DipPFS, Chartered Insurance Practitioner FCII, Dip PFS, Chartered Insurance Practitioner

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

FCII - Fellow Membership (CII)

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.

J05 - Pension Income Options (CII)

Where to find us

25 St George'S Road, Cheltenham, Glos, GL50 3DT

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.

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

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Unit trusts
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

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

Contact options

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