Plymouth

Investment advice and financial planning services in Plymouth, Devon & the South West

Financial planning adapted to our local community is an important part of what we do. We know each client is different, but with a deep connection to the place they live and work. We share that connection.

What our South West office offers

Our Plymouth financial advisers offers tailored, personal advice on how your wealth can be put to work to achieve your life goals. It is the focus of our Plymouth office.

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.

Financial advisers for high net worth Individuals, families and businesses

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

Whatever your needs, from building your retirement plans to creating a secure legacy for future generations, we’re here to assist. All approved by our office dog Splash! Get in touch with us today.