Newcastle

Newcastle based financial planning services covering the North East

Our experienced Financial advisers know our clients as people. We understand their lives, families and ambitions. Our aim is to build a lifelong, trusted relationship with you, down the generations. A sound financial plan is the first step in this journey.

How our North East office can help

Financial planning is tailored, personal advice on how your wealth can be put to work to achieve your life goals.

Financial Advice and Wealth Management in Newcastle Upon Tyne

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. Divorce, NHS pensions and helping business owners are our particular specialisms.

We’ll select a suitable investment strategy that aims to deliver the returns you need without taking too much risk. If right for you, we’ll recommend suitable financial products to help meet your goals.

For particularly high net worth individuals, families and organisations, we also offer bespoke discretionary fund management services.

We reach into every corner of the broader North East and Scotland, as far as Edinburgh. Our one-to-one services are personal, local to wherever you are, whenever you need. Contact us to find out more.