A financial plan as individual as you are.
Financial planning draws the blueprint for your ideal life and helps you make your dreams reality. With expert guidance, you'll make confident and informed decisions about your money.
When thinking about plans for your money, you might start with what feels like a simple question, such as:
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?
It can be hard to find the right answer, because it really depends on you - your lifestyle, your family, your ambitions.
A financial planner’s job 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.
We know that women don’t always feel empowered when it comes to money and may have had negative experiences with finance professionals before. If you don't connect with your financial adviser, we can match you with someone who's a better fit.
We recognise the emotional and practical upheaval of such a major life change, and we're here to make it easier. Alongside your solicitor, we'll support you to understand the implications of dividing up the finances and ensure you are well equipped for life after divorce.
As a business owner, your personal and business finances may be complex and interlinked. We can help you find the best way to plan for the future of your family and your business, and leave a legacy.
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.
Financial planning starts with a conversation.
Our financial planners are experienced in coaching so they can help you move beyond your immediate concerns to see the bigger picture. Once we know your priorities, we’ll draw up the plan to get you there.
With the right action plan and strategy, you’ll gain direction and focus on your financial journey.
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.
Any good financial plan will need to be monitored and refreshed as your circumstances change.
You have the option to review your plan with us on your own timescale, or take advantage of our ongoing review service for more regular check-ins.
Our door is always open. Chat to us often, or just once a year, it's up to you.
With the right strategy in place, you can sleep well knowing everything’s in hand and you’re on track to meet your goals.
A few of our financial planners
Helen Howcroft
Using her extensive technical expertise, Helen ensures clients can be confident in their financial plans.
Lee Anderson
Lee believes in getting to know the human behind the client.
Jane Martin
Jane is passionate about financial planning and helping people do more of what is really important to them.
Balance has to be consciously built into life. Financial planning can help.
If you're a medical professional, we can help you navigate the complexities of the NHS pension scheme and staff benefits, as well as the financial impact of NHS career planning. If you need access to commercial lending to set up a private practice, we can connect you to our trusted network.
Learn more
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.
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.
About our service
What does it cost?
We have a standard set of fees that we use as a starting point, but the final cost may vary depending on the scope of work and your situation.
Get in touch to find out more.
Is atomos an independent financial adviser (IFA)?
We are what’s called a ‘restricted’ advice firm, which means we recommend our own investment solutions, as long as they are suitable for clients.
If the financial products you have now are working for you, there’s no need to move. When you need something new, we have a range of products which may fit the bill.
If these aren’t right for you, we look outside of our own range of solutions.
Independent financial advisers scan the whole market, but they won’t share our inside view or depth of expertise. Our restricted advisers can influence our investment solutions and wouldn’t be satisfied with anything less than market-leading options for our clients.
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.
