Acorn Financial Planning Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 12 years
Your funds are protected by FSCS
No FCA actions
Active company since 2013
Accounts filed up to 31 March 2025

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

acornfp.co.uk (opens in a new tab)
Phone number

01242 230024
Address

Acorn Financial Planning Ltd, 3 Rockfield Business Park, Old Station Drive, Leckhampton, Cheltenham, Gloucestershire, GL53 0AN, United Kingdom

In the full report: 3 background checks

When acornfp.co.uk first appeared online, and whether it can receive email
What kind of line 01242 230024 is
Who else gives the postcode GL53 0AN

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (8 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Credit Broking
Debt-counselling
Making arrangements with a view to transactions in investments
Providing Credit Information Services

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 08580073 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 21 June 2013 (13 years old)
Registered office: 3 Rockfield Business Park Old Station Drive, Leckhampton, Cheltenham, GL53 0AN, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Nicholas Paul Jones	Director	Nov 1967	21 Jun 2013	1 other company
Peter Houlden Lawson	Director	Mar 1963	21 Jun 2013	1 other company

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company: 1
still active: 1
run together: 1

In the full report: all 1 company, named

What each company does, and whether it is still trading
Which of these 2 directors sit on each board, and since when
Any that went into liquidation or administration
The 1 company these 2 directors run together

Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Total equity

£163k

+22% from £134k

Cash at bank

£202k

+33% from £152k

Employees (average)

8

Same as 8

Owed within a year

£65.0k

+102% from £32.2k

Assets and liabilities

In the full report: all 6 years of accounts

Every year from 2020 to 2025
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08580073. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Acorn Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (10)

2016

6 April 2016

Nicholas Paul Jones became a part-owner (25–50% of shares)
Peter Houlden Lawson became a part-owner (25–50% of shares)

Companies House

2014

26 March 2014

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2013

21 June 2013

Incorporated at Companies House

Companies House

In the full report: all 10 events

All 10 events in its history (5 shown here)
Every director appointment and resignation: 2

Firms connected to Acorn Financial Planning

Other FCA-listed firms that share a director, phone number or address with Acorn Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 2
no longer authorised: 1
share its postcode: 2

In the full report: all 2 connected firms, named

How each is linked: the same postcode (2)
Who links each one: the named directors, with dates

Firms like Acorn Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Cheltenham

Altior Asset Management LtdCheltenhamAuthorised Ashlea Financial Planning LimitedCheltenhamAuthorised Attivo Financial Services LimitedCheltenhamAuthorised Cheltenham Independent Financial Advisers LtdCheltenhamAuthorised Cheltenham Wealth Financial Practice LtdCheltenhamAuthorised De Lisle Financial Planning LtdCheltenhamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Acorn Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

1 other company its directors have run, named
3 background checks on its contact details
6 years of accounts, charted
All 10 events in its history
2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Acorn Financial Planning Ltd FCA authorised?

Yes, Acorn Financial Planning Ltd (FRN 606155) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Acorn Financial Planning’s phone number and website?

The FCA register lists the phone number 01242 230024 and the website acornfp.co.uk for Acorn Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Acorn Financial Planning a scam or clone?

Acorn Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Acorn Financial Planning?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Acorn Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Acorn Financial Planning?

Companies House lists 2 people with significant control of Acorn Financial Planning: Mr Nicholas Paul Jones (25–50% of shares) and Mr Peter Houlden Lawson (25–50% of shares).

Who runs Acorn Financial Planning?

Companies House lists 2 directors of Acorn Financial Planning: Nicholas Paul Jones and Peter Houlden Lawson.

How long has Acorn Financial Planning been in business?

The company was formed on 21 June 2013, and has held its current FCA authorisation since March 2014.

What do Acorn Financial Planning’s latest accounts show?

Its latest accounts, to 31 March 2025, show total equity of £163k (+22% from £134k) and cash at bank of £202k (+33% from £152k).