Acorn to Oaks Financial Services Ltd was set up in 2008 by Directors with 30 years experience in Financial Services.Our Mission: to provide excellent levels of advice and service across a full range of products, and to make our clients and their long-term needs our primary focus.
We are an independently regulated whole of the market firm, we are not tied to any providers. Our FCA number is 486131. We hold extensive Professional Indemnity Insurance. Our staff undertake in excess of 35 hours Continuous Professional Development each year. We are members of Simply Biz and the Cobra Network and are audited annually to ensure all systems are fully compliant as required by the Regulator.
Contact us today to find out how we can help you.
Treating Customers Fairly is how we do business.
Our Mission is to provide an excellent quality professional service to our clients so that they feel that when dealing with us they have made the right decision. We aim to exceed clients expectations by delivering on our promises and being easy to deal with.
OUR ADVICE PROCESS
GETTING TO KNOW YOU
We spend time getting to know you and understanding what is really important to you and your loved ones. In addition to this we discuss your views on the level of risk you are willing to take with your investments. Using this data we identify your financial objectives and also consider your position in regards to your existing portfolio. We use market leading technology to ensure that this process is accurate and reliable and once the process is completed we will confirm what work needs to be undertaken and the cost of the work.
TAILORING A PLAN
As a whole of market Independent Financial Advisory firm we analyse funds and products from across the entire market. We consider a wide range of assets and always ensure that the tax-efficiency is maximised in relation to your personal situation. Once we’ve done this we prepare a personalised suitability report setting out our recommendations, we are more than happy to discuss this with you.
ACTIONING THE PLAN
Once agreed with yourself we will begin to execute your plan. Our experienced administration team will take care of all the paperwork and are adept at resolving all back-office matters from technical queries to dealing with third parties. As part of our robust process, this ensures that all records are safely stored, managed and updated.As a whole of market Independent Financial Advisory firm we analyse funds and products from across the entire market. We consider a wide range of assets and always ensure that the tax-efficiency is maximised in relation to your personal situation. Once we’ve done this we prepare a personalised suitability report setting out our recommendations, we are more than happy to discuss this with you.
MANAGING THE PLAN
As a firm we go above and beyond for our customers. Financial advice goes further than recommending a product and the initial advice, it is a journey. Through regular monitoring and review we ensure that your financial plan remains on track.