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Acorn Financial Planners

Recruitment

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Be part of our team


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Established in 1999, Acorn has earned an excellent reputation as one of the most successful Independent Financial Advisers in the region. With 7 IFA’s, Acorn represents a regional presence whilst enjoying the benefits of local management.

Principle activities:

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 and covering letter to Mr Ian Barrowclough , Acorn Financial Planners Limited, 1-3 The Mall, Ambrose Lloyd Centre, Mold, Flintshire, CH7 1NR or e-mail ian@acornfinancialplanners.co.uk.

 

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Get in touch


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* Tel: 0800 9701795
* Enquire online

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Acorn Financial Planners Limited. Registered in England No:3839659. Registered Office: 1-3 The Mall, Ambrose Lloyd Centre, Mold, Flintshire, CH7 1NR. Acorn Financial Planners Ltd is authorised and regulated by the Financial Services Authority. Number 223158 on the FSA Register. The Financial Services Authority does not regulate commercial mortgages and some forms of secured loans.

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