Welcome to Atkinson Financial Planning
At Atkinson Financial Planning we are dedicated to delivering strategic advice specifically tailored to your individual circumstances and taxation situation, to make sure you achieve tax effective results. We prefer to use direct uncomplicated investments such as Shares, Fixed Interest and Property.
We created our business to provide a better, more personalised alternative to wealth management and offer a high touch, private bank style service, whilst maintaining value to you. We place great importance on your ongoing involvement in the investment process, and always consult and advise when making those crucial investment decisions.
Our fees are also uncomplicated and we insist on a full and clear understanding, to guarantee transparency.
We value and actively foster solid long-term relationships, founded on integrity and trust.