Wealth & financial wellbeing

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Making financial ambitions a reality

Our aim is to help clients safeguard their financial futures and help them reach their financial goals. We do this through high-quality personal service together with reliable and trusted financial advice. Our collective purpose is to make dreams and financial ambitions reality. Come and talk to us about your plans.

“Many people come to us because they are looking to ensure a secure financial future for themselves and their families.”

Niral Parekh

Managing Director of Financial Planning

Insights

A Brave New (Tariffed) World

Markets are regaining composure from the highs and lows of last week.There has been some reprieve from tariff-mania, as Trump terminated tariffs on technology at the beginning of the week.

Trump takes office and China challenges in an eventful Q1

Welcome to your quarterly investment update from atomos covering January to March 2025.

‘Liberation Day’ – Assessing the Impact

Donald Trump’s ‘Liberation Day’ proved to be a significant event for global trade and the economy.

Trump overturns global trade order on ‘Liberation Day’

On Wednesday President Trump sent shockwaves through global financial markets by turning his trade tariff threats into reality.

Five Years On: Recency Bias and the Risk of Short-Term Thinking

Recency bias is when we remember recent events and prioritise this information when making decisions.

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The value of investments and any income from them can fall and you may get back less than you invested.