About Diana Atkinson Limited

We offer sound independent financial advice to families and small businesses in a friendly and professional manner.
Diana Atkinson Limited believe in offering sound independent financial advice. Being a small company we feel that we can offer a more personal and friendly service. The business has grown through clients being happy to recommend us to their family and friends.Many female clients in particular feel more comfortable discussing important financial issues with another female.We take time to listen to what it is that you really want and give recommendations that are easy to understand.So if you feel our relaxed yet professional approach is right for you, please ring .
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:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Equity release

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