Financial planning

Plan for a bright future. Create your financial wellbeing.

Contact us
ampersand icon

A financial plan as individual as you are

What is financial planning?

Financial planning is the process of identifying life’s ambitions and putting in place financial strategies to achieve those goals. With expert guidance, you'll make confident and informed decisions about your money.



When thinking about plans for your money, you might start by asking yourself a few simple questions. But finding the right answers can be hard. A financial planner’s role is to get to know and understand your unique situation. Taking a 360-degree view, they make recommendations and set out the strategy that is most suitable for you based on your life goals.

Could my money be working harder for me?
Am I paying more tax than I need to?
When can I afford to retire?
How can I pass on my wealth to my family?

How it works

Identify your needs

Financial planning starts with a conversation.

Our financial planners are experienced in helping you identify your future life so they can help you move beyond your immediate concerns to see the bigger picture.

With the right action plan and strategy, you’ll gain direction and focus on your financial journey.

Ongoing support

We're here to support you, however confident you feel about money.

We take a team approach to our services, meaning your financial planner will lead the way, backed by experienced staff dedicated to your needs.

With offices up and down the country, you'll find an atomos expert in your area.

Staying in touch

Any good financial plan will need to be monitored and refreshed as your circumstances change.

You have the option to take advantage of our ongoing review service for more regular oversight. If you need assistance with a specific issue – we’ll help you solve it – one and done. We’re here to deal with other, or more complex, issues as life moves on.

Get started today

Tell us why you're interested in financial advice and if there's a specific problem you're trying to solve.

We'll match you with one of our financial planners.

After an initial conversation, we'll assess whether they are the right professional for you, what level of service you need, and how much it will cost.

Get in touch

With the right strategy in place, you can sleep well knowing everything’s in hand and you’re on track to meet your goals.

Financial planning in action

Results for real clients

We advised a married couple in their 50s who weren’t sure whether they could both afford to retire. The wife was keen for the husband to stop his stressful teaching job, but he didn't think early retirement was a realistic possibility for him.

Their atomos financial planner modelled their financial outlook and showed them that retirement was achievable at the age of 55.

Careful financial planning earlier in life had allowed them to build up their pensions and other assets. This meant they were both able to retire five years earlier than they ever thought possible.

They bought a motorhome and are enjoying the freedom to travel.

Our specialist services

We have a range of specialist services to meet our client's unique requirements.

Financial planning for business ownersFinancial planning after divorce Financial planning for womenNHS pensions and retirement

Contact your local financial planner

Email or call us with any questions

Email or call us with any questions

Contact your local financial planner

Find your nearest atomos office or financial planner

Discover our team

Get in touch

It starts with a conversation.

By submitting your details, you confirm we can process your data in line with our privacy policy

Close

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

Contact
XFacebookLinkedIn

Legal & Privacy

Complaints

Media

Consumer Duty

atomos © 2025

Site by Hex Digital