Golden Acorn Financial Planning
Financial Services • 
London, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | York House, 23 Kingsway, London, WC2B 6UJ, GB |
| Phone number | +4413920499 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
Key Contact at Golden Acorn Financial Planning
Ana Rebec Chartered
Co-Founder and Director
About Golden Acorn Financial Planning
Golden Acorn is a financial services firm with the objective of helping families, professionals and entrepreneurs navigate the complexities of retirement planning, protecting wealth, and seamlessly making a legacy to the next generation. It is our goal to ensure that clients are confident in knowing that their tailored financial plan gives them three things: what they need today, what they need in the future, and is dynamic enough to adapt to an ever-changing world. We are two female professionals with a combined experience of over 50 years in the financial industry. In sharing our knowledge and experience, we will help you to achieve your financial goals, however modest or complex, in order that you can free up your time to focus on your loved ones and the things in life that are important to you. Golden Acorn Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. Golden Acorn Financial Planning is a trading name of Golden Acorn Financial Planning Ltd. SJP Approved 24/02/2023
Golden Acorn Financial Planning revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Golden Acorn Financial Planning has never raised funding before.
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