Bespoke investment management and financial planning across the East Midlands & South Yorkshire
Financial advisers in Nottingham
Our team of Nottingham financial planners bring local knowledge to every meeting. We look after clients across the East Midlands, and as far north as South Yorkshire. We see financial planning as building a future full of ambition and growth, financially and personally.
Why choose our East Midlands & South Yorkshire office
Financial planning is tailored, personal advice on how your wealth can be put to work to achieve your life goals. It is the focus of our local financial advisers.
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.
Nottinghamshire based finance advisers for high net worth individuals, families and organisations
For particularly high net worth individuals, families and organisations, we also offer bespoke discretionary fund management services.
With strong connections north to our Harrogate office and south to our London HQ for collaborating on portfolio management, we are perfectly placed to give you tailored, all-round financial planning. Why not give us a call today? (This office was formerly known as IFA Limited.)
Our Nottingham Team
Derek Gunningham
Derek brings a diverse perspective when managing your financial situations.
Amy Williams
Amy’s expertise helps you secure new possibilities for the future.
Bryn Robinson
Bryn leverages his finance expertise to protect you during periods of both growth and adversity.
Ian Randon
Ian has extensive experience in providing tailored financial support.
Our financial plans are strong but flexible. We know life is about rolling with the punches, and so your financial plan must be able to cope too.
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.