Address
25 St. Georges Road, Cheltenham, Gloucestershire, GL50 3DT
Get in touch
01242 230 024
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About us
The Directors, Nick Jones and Peter Lawson, have both worked in the Financial Services industry for their entire working lives (over 35 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.
Why Us
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.
Our Advisers
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 ever since the accreditation was introduced over 25 years ago. We both hold the CII Diploma in Financial Planning and are authorised to conduct Pension Transfer business and Income Drawdown.
Nick Jones (ACII, Dip PFS)
Chartered Insurance Practitioner
Peter Lawson (FCII, Dip PFS)
Chartered Insurance Practitioner
Alexander Greenway (Dip PFS)
Regulated Financial Planner
Having joined us over 5 years ago, Alex has learnt our business and the industry from the ground up and is able to provide advice on your Pensions, Investments, Auto Enrolment solutions and ‘taking benefits’ in the most appropriate and tax efficient manner.
Threesixty services LLP
We are very pleased to confirm that Acorn Financial Planning Ltd use threesixty services for the adjacent services.
This gives us invaluable support, in providing the best possible service and advice to our Clients, yet all decisions and ultimate responsibility remains with us.
Threesixty were crowned ‘Best Third Party Support / Compliance Service’ at The Professional Paraplanner Awards 2020.
- Compliance Support
- Research (products / funds / asset allocation)
- Technical Support
- Training
- Business Support
- Technology
How can we help you?
Location
25 St. Georges Road, Cheltenham, Gloucestershire, GL50 3DT
Links
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The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Financial Conduct Authority does not regulate tax advice.