Bespoke investment management and financial planning across the South West
As our co-headquarters, our Bristol office provides you with sound portfolio management and trusted financial planning.
Financial advice, investment planners and pension advisers in Bristol and the South West
Our 10 Bristol-based specialist financial advisers and portfolio managers have an average of more than 22 years' industry experience each, so they really have seen it all, and are ready to help you today.
How we work in the South West
Our Bristol office combines the best of our financial planning and discretionary fund management services.
Your atomos financial planner will discuss your wealth and lifestyle priorities with you. Together you’ll shape the bigger picture of how to use your money to achieve your ambitions. Then we’ll draw up a detailed financial plan to get you there, including a suitable investment strategy. Divorce, NHS pensions and helping business owners are our particular specialisms.
Expert investment management and financial planning for individuals and businesses
For particularly high-net-worth individuals, families and organisations, we offer bespoke discretionary fund management. A portfolio manager will take into account capital gains tax planning and any investment restrictions you may have. They can include individual stocks as well as funds, creating dynamic portfolios which are regularly rebalanced.
Our Bristol office is our central hub for discretionary fund management and financial planning, outside of London. The portfolio management team provides their expertise to our financial planners across the UK, so you get the best advice, wherever you are. Get in touch to discuss how we can help.
Our Bristol team
Debbie Raven
Debbie provides vital administrative support to our portfolio managers.
Christopher Halliwell
Christopher is dedicated to unlocking your financial potential and realising your aspirations.
Oliver Barnes
Oliver employs technical skill and precision when managing your finances.
Tom Baker
Tom is a young and skilled investor with a deep passion for financial markets.
Carl Hanson
Carl’s aim is simple, to help clients protect, grow and enjoy their assets.
David Beamish
David has the experience and knowledge to create a financial plan that works for you.
Dean Scott
Dean is an expert in specialist financial advice.
Ed Kimpton
Ed is a highly qualified financial planner committed to guiding you on your money path.
Stuart Bourne
Stuart specializes in helping self-employed professionals manage their finances.
Dafydd Roberts
Dafydd's clients appreciate his ability to simplify the more technical aspects of the financial industry.
Max Tanner
Max works to ensure a seamless client journey and is passionate about financial markets.
Managing your money can be complicated. Let us take the strain with a financial plan tailored to your goals and ambitions.
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
