Slide background

Worried about Compulsory Workplace Pensions?

Employers with more than one employee have to enrol certain workers automatically in to a Qualifying Workplace Pension Scheme (QWPS) by a certain date, depending on the size of their workforce.

FIND OUT MORE...

Slide background

Pension Planning

FIND OUT MORE...

We can review your existing arrangements, consolidate if necessary or set up a new plan if required.

Slide background

Taking your Pension Benefits

We can advise you on Annuity purchase - standard and enhanced, Income withdrawal, Phased Retirement and Phased Income Withdrawal.

From April 2015 you will have the option of taking your benefits as cash, but there will be Taxation implications.

FIND OUT MORE...

Slide background

FIND OUT MORE..

Life Assurance & Protection

We offer impartial advice on Life Assurance, Income Protection, Critical Illness, Business Protection and Key Person Insurance, based on the whole of the market. Please contact us for a quotation.

Slide background

FIND OUT MORE...

A professional service with a personal touch

Acorn Financial Planning Ltd is a financial planning business based in Cheltenham, Gloucestershire, focussed on helping individuals and businesses understand and plan for their financial future.

Slide background

Investments

Whether a single NISA or a comprehensive Investment Portfolio, we have a range of solutions from individual products to platform based solutions tailored to you.

FIND OUT MORE...

Investments

We offer our customers a large and diverse range of Investment Products.

FIND OUT MORE...

Pension Planning

For a review of your existing Pensions and an individualy tailored ongoing Plan.

FIND OUT MORE...

Pension Benefits

What options do I have? Do I have to buy an Annuity? How can I get enhanced rates?

FIND OUT MORE...

Life Assurance

Extremely competitive rates and Professional advice for Individuals and Businesses.

FIND OUT MORE...

Workplace Pensions: Do you have a QWPS in place?

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.

Professional service with a personal touch

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: enquiries@acornfp.co.uk to arrange.

http://www.acornfp.co.uk is Stephen Fry proof thanks to caching by WP Super Cache