Established in 1999, Acorn has earned an excellent reputation as one of the most successful Independent Financial Advisers in the region. With 10 IFA’s, Acorn represents a regional presence whilst enjoying the benefits of local management.
The principle activities fall into three main areas as follows:
Mortgages, life & pensions; including individual life and annuity policies, permanent health insurance, employers pension schemes and individual pension arrangements.
Investment Planning - Lump Sum and Regular Savings investment reviews covering a range of investment vehicles such as; ISAs, PEPs, Unit Trust, Investment Bonds etc.
Other services include; Endowment Shortfall and Mortgage reviews, asset allocation and existing portfolio review.
The right choice
Acorn are committed to remaining a key player in an increasing competitive financial services market place. High standards of service and outstanding investment performance are central to achieving this, and recruitment, training and development are deigned to achieve the necessary standard of professionalism. Results achieved through teamwork as well as through individual performance are recognised and rewarded. Staff are actively encouraged to take control of their own careers in pursuit of corporate goals and objectives.
If you are interested in becoming part of the team:
Please send a CV & covering letter to Mr Ian Barrowclough , Acorn Financial Planners Limited, 1-3 The Mall, Ambrose Lloyd Centre, Mold, Flintshire, CH7 1NR or e-mail here.
Acorn Financial Planners Limited. Registered in England No:3839659. Registered Office: 1-3 The Mall, Ambrose Lloyd Centre, Mold, Flintshire, CH7 1NR.
Authorised and Regulated by the Financial Services Authority.
