IFA in West Sussex (Chichester) and Worcestershire (Pershore). Regulated by the Financial Conduct Authority, Acorn Financial Services advises on Pensions, Investments, Mortgages, Equity Release, Long Term Care, Insurances and Auto Enrolment for companies. Previously an engineer turned management accountant, Neil brings a wealth of experience as an Independent Financial Adviser. FREE initial consultation: Our initial consultation is always FREE of charge. We can visit your workplace, home, or you can make an appointment to see us. We respect the decision-making process. If we think we can make a positive difference to your financial planning, we will leave with you our Client Fee Agreement and Retail Client Agreement for you to consider in your own time. These cover such items as data protection and money laundering, as legally required. There is no obligation or hard selling.
Neil Eldred is a Chartered Financial Planner, with 16 years experience in financial services and the following high level qualifications: - Fellow of the Chartered Institute of Management Accountants (FCMA) - Associate of the Chartered Insurance Institute (ACII) - Fellow of the Personal Finance Society (FPFS) - Certs CII (Mortgage Professional & Equity Release).
FCA Registration Number: 402601
Regulations: Regulated by the Financial Conduct Authority. Reg. No. 402601
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