Acorn Financial Planning Ltd

Restricted by product 25 St George'S Road, Cheltenham, Glos, GL50 3DT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
Pension & Investment Specialists for Individuals & Companies. New Clients always welcome. Please contact us - we're here to help.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Peter Lawson FCII, DipPFS, Chartered Insurance Practitioner FCII, Dip PFS, Chartered Insurance Practitioner
Director
Nick Jones ACII, Dip PFS, Chartered Insurance Practitioner ACII, Dip PFS, Chartered Insurance Practitioner
Director
Where to find us

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

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0