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Discretionary management applications.
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The 7 best places to find unclaimed or lost money in your name
There is thought to be somewhere between £15bn and £77bn in unclaimed money sitting in forgotten investments, pensions, bank accounts and a whole range of other places in the UK. So, how can you go about finding out if any of it is yours?
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Kenneth Fry
Head of Office – Tunbridge Wells
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Model portfolios
atomos' range of risk-rated model portfolios comes in three approaches – actively managed, index and socially responsible models.
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Pensions
atomos' financial planning team provides expert advice and access to a variety of pensions and savings vehicles that can boost your capital for retirement.
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Advisory Portfolio Management Service
For your clients who want the freedom and flexibility to make some of their own decisions and stay in control of their own investment journeys.
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AIM IHT service
Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
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Investment Solutions
By outsourcing your investment decisions to atomos, you can benefit from our expertise and high standards of service, as well as a wide range of strategies.
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Financial planning
atomos offers financial planning advice to help you protect and grow your wealth, covering tax, pensions, estate planning and family protection.
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Children
atomos offers solutions for people looking to provide a secure financial future for their children, including protection planning, mortgages and savings.
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About to retire
atomos helps you prepare to retire, advising you on how to set financial goals, how to make pension contributions and explaining your tax obligations.
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The value of investments and any income from them can fall and you may get back less than you invested.