Acorn Financial Planning Ltd is a financial planning business, focussed on helping you understand and plan for your financial future. We provide holistic financial advice for (individuals, businesses and trusts) on investments, savings, retirement planning, and non-investment insurance (for example life assurance, private medical insurance, critical illness cover).
We offer products and services as follows:
We provide a restricted advice service. We will recommend investments from the whole of the market but do not advise on following types of investment;
- Offshore Investments
- Venture Capital Trusts
- Enterprise Investment Schemes
- Unregulated Collective Investment Schemes
- Exchange Traded Funds
- Structured Products
Our advised protection planning services are suitable if you are looking for the best way to protect you, your family or your business through products such as critical illness cover, health insurance and life cover. We advise on non-investment protection products e.g. term assurance, income protection and critical illness from a range of insurers. Acorn Financial Planning was established in April 1996 by Nick Jones and Peter Lawson and we have recently incorporated as Acorn Financial Planning Ltd.
Acorn Financial Planning Ltd specialise in Pension and Investment Planning for Business and individuals alike.