ACORN FINANCIAL PLANNING LTD jobs and careers

About ACORN FINANCIAL PLANNING LTD

Acorn Financial Planning Ltd is a financial planning business based in Cheltenham, Gloucestershire, formed by Nick Jones and Peter Lawson in 1996. We specialise in all aspects of Pension, & Retirement Planning for both Companies & Individuals. Nick & Pete have worked in Pensions their entire working lives (a combined total of over 60 years) and have a strong administrative and technical background in Company Pensions. 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 don't just set a Scheme, we can help with the payment administration, communications to your Employees as wel as impartial financial advice to the Employer and Employees alike. 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.