Acorns to Oaks

Exist to help and improve your financial well-being

Our expert team will guide and help you with all of your insurance, finance and lending needs

Insurance

Protect your business against the unexpected. We offer tailored commercial insurance solutions to safeguard your assets, employees, and operations - from liability cover to business interruption and vehicle insurance. Comprehensive protection, built around your business needs.

Financial planning

Achieve your life goals with a personalised financial plan. From retirement strategies to tax-efficient savings, we take a holistic approach to help you grow, preserve, and pass on your wealth—always with your long-term objectives in mind.

Mortgages

Whether you're buying your first home, moving up the ladder, or remortgaging, we’ll help you find the right mortgage for your needs. We offer clear, impartial advice to make the process smooth, affordable, and stress-free.

Commercial lending

Fuel your business growth with the right funding. Whether you need a commercial mortgage, bridging loan, asset finance or working capital solutions, we help you access flexible lending options to support your business ambitions.

About us

Acorn to Oaks Financial Services is an independent brokerage offering a comprehensive range of financial solutions, including General Insurance, Pensions, Investments, Life Cover, Mortgages, and Commercial Finance.

Authorised and regulated by the Financial Conduct Authority (FCA), we have access to a wide network of providers, allowing us to source competitive, tailored solutions that align with each client’s unique needs and objectives.

Our team is comprised of professionally qualified and highly trained individuals who are committed to delivering exceptional service. Whether supporting corporate entities, SMEs, property owners, or private individuals, we take pride in offering expert guidance across a broad spectrum of financial requirements.

Headquartered in the Midlands, we serve clients nationwide, building trusted, long-term partnerships based on integrity, reliability, and performance. Our clients value our ability to act as a central advisor across multiple financial disciplines—not only through our in-house expertise but also via a network of trusted professional partners.

Latest news

Pensions spared, tax shifts ahead – Labour’s first Budget brings major changes impacting savings, inheritance, and employer costs from 2025.
With tax year-end approaching, now’s the time to maximise ISA, pension, and gifting allowances to boost savings and reduce IHT.
Offering employee benefits like healthcare and pensions boosts retention, attracts talent, and can save your business money long term.
Avoid knee-jerk pension decisions—tax-free cash may stay, and hasty withdrawals could lead to inheritance tax or lost growth.

Acorns to Oaks

Exist to help and improve your financial well-being

Our expert team will guide and help you with all of your insurance, finance and lending needs