Acorn Financial Planning Ltd are a Company of Financial Advisers based in the heart of Cheltenham Spa, Gloucestershire, UK.
The Directors, Nick Jones and Peter Lawson, have both worked in the Financial Services Industry for their entire working lives (over 25 years each). Our philosophy is to make a complicated subject as clear and concise as possible for our Clients and to provide a first class ongoing service.
Nick is an Associate of the Chartered Insurance Institute (ACII) and Peter is a Fellow (FCII). Both of us are Chartered Insurance Practitioners and have been for over 18 years. We both hold the CII Diploma in Financial Planning and are authorised to conduct Pension Transfer business and Income Drawdown.
We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives. Our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for retirement planning, investment advice, life assurance, income protection, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
We are very pleased to confirm that Acorn Financial Planning Ltd use threesixty services for the following:
Research – products /funds / asset allocation
Most providers insist on at least 6 months notice prior to staging date to set up a scheme. If you have missed this already, don’t worry we can still help you. If you have not set up a Qualifying Workplace Pensions Scheme (QWPS) we can arrange this for you.
Acorn Financial Planning Ltd are financial planning advisers based in Cheltenham, Gloucestershire, focussed on helping individuals and businesses understand and plan for their financial future.
We specialise in all aspects of Pensions, & Financial Planning for Retirement for both Companies & individuals. It is important that you find a financial adviser with the relevant expertise. Corporate Clients - We can help ensure you comply with Qualifying Work Place Pension Legislation. We offer a fully bespoke solution up to and beyond Auto Enrolment.
We are Financial Advisers based in Cheltenham, Gloucestershire, operating for both Individuals and Businesses. We provide holistic financial advice on investments, savings, retirement planning, & non-investment insurance (life assurance, private medical insurance, critical illness cover).
"Acorn Financial Planning Ltd offer a fantastic service and I would highly recommend them"
"The support provided by Acorn in establishing and running the Investment Solution has been excellent"
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted consumers based in the UK. The Financial Conduct Authority does not regulate tax advice or services to employers regarding the legal obligations of auto-enrolment. Acorn Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority
You voluntarily choose to submit personal details to us via this website. Personal information will be treated as confidential and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of products and services in writing, by email or by telephone.
