About Atomos Financial Planning Limited

We’re atomos and we’re here to make your dreams and financial ambitions a reality.
In this fast-changing world, we understand that you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments, combined with all the convenience and access you get from modern digital tools. You want the best of both worlds.Bringing together every part of your financial world is what we do, and we can provide: •Investment management services & financial planning advice•A boutique approach with a local office network & nation-wide resources with the benefits of scale•Decades of experience & fresh thinking and agility•A simple offering at the start of our relationship with you & and a more complex, bespoke service as your needs evolve and your wealth growsWe manage over £7 billion* of savings and investments for over 8,000 people; helping them achieve their goals and enriching their lives well beyond wealth. *Funds under management as at May 2022.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Corporate pension

  • :
  • Long term care

  • :
  • Sharia finance

  • :
  • Stockbroking services

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • Remortgage
  • Equity release
  • Self employed
  • Self build
  • Flexible

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