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.
Individual Clients - Pension Planning (up to your Retirement), Retirement Planning (how to utilise your Pensions and Investments most efficiently post Retirement) Stocks and Shares, New ISA's (NISA’s), Investment Bonds, Unit Trusts, WRAP / Platform based Investments, Life Assurance and Income Protection.
For new Clients we offer an initial meeting in our Office (at our cost) Please call us on: 01242 230 024 or email us at: firstname.lastname@example.org to arrange.
Cheltenham Financial Advisers
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" Alan Howells
"The support provided by Acorn in establishing and running the Investment Solution has been excellent" Paul & Debbie Bruce
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