Acorn Wealth Management Group Ltd

What Acorn Wealth Management Group Ltd does

Acorn Wealth Management Group Ltd is an FCA-registered (firm reference 823702) independent financial advisory firm founded in 2019 and headquartered in Poringland, Norwich, UK. The firm provides a four-pillar integrated service offering covering Wealth Planning, Pensions, Investments, and Protection, targeting individuals and families across the Norwich region and broader UK, with additional services for business owners covering key person insurance, shareholder protection, and business exit planning. Its underlying technology is conventional cash flow modelling software used for retirement and wealth projections, with no disclosed proprietary platform, AI capabilities, or API integrations.

The firm operates a sales-led GTM motion anchored on free initial consultations, a content-rich Squarespace website, email newsletter capture, and local networking events. Revenue is generated through tiered initial advisory fees (0.5%–3% of invested sum), recurring ongoing wealth management fees (0.50%–0.75% of portfolio value, billed quarterly with a £500 minimum), and hourly services for specialist advice, paraplanner work, and administration. Pricing is transparently published and tailored to client segment, with established-wealth clients receiving more complex structures (SSAS, estate planning, offshore investment planning).

Ownership is private and founder/management-led, with James Harrison as Director and Independent Financial Planner. The team of approximately 11 includes five client-facing advisers (with Chartered Financial Planner and Fellow-level credentials), supported by paraplanning and administrative staff. The firm holds no patents, has no disclosed funding rounds, has not engaged in M&A, and is restricted by FCA regulation to UK-domiciled consumers. No revenue, AUM, or headcount growth metrics are publicly disclosed.

Name

Acorn Wealth Management Group Ltd

Legal name

Acorn Wealth Management Group Limited

Website

https://awmg.co.uk

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Acorn Wealth Management Group Ltd is an FCA-registered independent financial advisory firm in Norwich, UK, offering integrated wealth planning, pensions, investments, and protection services to individuals, families, and business owners across the UK on a fee-based AUM model.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Financial advisory services
• Wealth management
• Pension planning
• Investment advisory
• Protection planning

Headquarters

HQ city

Norwich

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Fee-based financial advisory services charged as a percentage of assets under management (AUM) for ongoing wealth management, plus initial advisory fees based on investment amounts. Additional hourly rate services for specialist advice, independent financial advice, paraplanner work, and administration.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Acorn Wealth Management Group Ltd is an independent financial advisory firm offering an integrated suite of four core services: Wealth Planning, Pensions, Investments, and Protection. The firm provides initial advisory services and ongoing wealth management with regular portfolio reviews, cash flow modelling, and administrative support, serving individuals, families, and business owners across the UK.

Product overview

Acorn Wealth Management Group Ltd is a financial advisory firm offering an integrated suite of four core services: Wealth Planning, Pensions, Investments, and Protection. These services are designed to work together as a cohesive financial strategy, helping clients with wealth accumulation, preservation, retirement planning, and risk protection. The firm provides both initial advisory services and ongoing wealth management with regular portfolio reviews and administrative support.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Comprehensive financial planning service covering estate planning, inheritance tax mitigation, tax-efficient planning, business exit planning, cashflow forecasting, and multi-generational family wealth planning for individuals, families, and business owners.
• Pensions Pension planning and management services including pension consolidation, SSAS (Small Self-Administered Scheme), pension transfers, pension income planning, SIPP management, and annual/lifetime allowance planning for individuals.
• Investments Investment advisory services including ISA planning and management, sustainable/ESG investing, bespoke investment portfolio management, investment platform selection, offshore investment planning, and tax-efficient investment planning for individual investors.
• Protection Protection planning services including life insurance planning, business protection planning, critical illness cover, mortgage protection, income protection insurance, and protection trust planning for individuals, families, and business owners.

Quantifiable outcome

• Income protection can replace up to 70% of income if illness or injury prevents working

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Nutmeg: UK digital wealth manager (now part of JPMorgan) offering low-cost robo-advice and SIPP/ISA portfolios to mass-affluent and retail clients. Comparable to Acorn as a UK competitor for the firm's emerging-wealth segment, but with a purely digital proposition, lower fees, and no human adviser-led service.

Broad incumbents

• Rathbones Group: UK-listed discretionary and advisory wealth manager serving individuals, charities, and trusts across the UK. Comparable to Acorn in offering bespoke portfolio management and financial planning for HNW clients, but operates nationally with discretionary investment management capability.
• Brewin Dolphin: UK wealth manager providing discretionary investment management and financial planning to private clients. Comparable as a regional-anchored UK advisory competitor, though with materially larger AUM, in-house research, and a broader geographic footprint.
• Evelyn Partners: Top-10 UK wealth manager and professional services firm offering financial planning, investment management, and tax advice. Comparable to Acorn across wealth planning, pensions, and protection for HNW clients, but with a national office network and integrated tax/accounting services.
• Quilter plc: UK wealth platform and adviser business serving retail and mass-affluent clients via a network of self-employed advisers. Comparable to Acorn in the UK advised wealth market and product menu (pensions, ISAs, protection), but at platform scale rather than single-firm IFA level.
• St. James's Place: Largest UK wealth manager with a national partnership model of self-employed advisers. Comparable to Acorn as it serves UK retail/HNW clients with ongoing portfolio management and protection products, but operates at vastly greater scale and through a tied adviser network rather than an in-house team.
• Tilney Smith & Williamson (now Evelyn Partners): UK private client investment manager offering discretionary and advisory portfolio management to HNW clients. Comparable to Acorn in service breadth (investment, pension, tax planning) and regional advisory model, now operating as part of Evelyn Partners at materially larger scale.

Direct peers

• Wren Sterling Financial Planning: National UK IFA network providing wealth planning, pension, investment, and protection advice to individuals and business owners. Directly comparable to Acorn's holistic four-pillar proposition and tiered fee structure, but operating through a large self-employed adviser network rather than a single Norwich office.
• Charles Stanley: UK private client wealth manager offering discretionary and advisory portfolio management plus financial planning. Closely comparable to Acorn in business model — fee-based advice on pensions, investments, and estate planning for HNW individuals — but operates nationally with materially more AUM and headcount.
• Mattioli Woods: UK wealth management and employee benefits firm focused on HNW individuals, SMEs, and pension schemes, with SSAS and pension administration capability. Directly comparable to Acorn's SSAS, pension consolidation, and business-owner offerings, but with public-company scale and broader employee benefits.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/acorn-wealth-management-group-ltd

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Acorn Wealth Management Group Ltd