From workplace success to financial planning security

Wealth management and advice to support you through growth, transition and life beyond business.

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What support do you need?

Looking for tailored advice, financial planning or investment expertise?

You are in the right place, please read on as we have a range of services to help you.

Just curious about what atomos can provide?

If you are a workplace executive curious about atomos and how we can support your business development with the financial planning we recommend that you speak with our senior team - Helen Howcroft or Sean Walsh.

Contact Helen Howcroft
Contact Sean Walsh

Require information on the WTW Financial Wellbeing programme

Please contact the WTW team to learn more about the WTW and atomos alliance for Financial Wellbeing. Contact Helen Perrin via email helen.perrin@wtwco.com

Contact Helen Perrin

How we can help you

If you have questions about your workplace benefits or want a general financial sense-check then WTW’s Financial Guidance may be right for you.

As a WTW employee you can book an individual financial guidance session with a qualified guidance expert from the WTW Financial Planning Group. Raise an anytime event and select the guidance benefit on Flexmart.

Visit Flexmart

Financial advice, planning and wealth management:

At atomos our expertise is tailored to individuals and their families who are higher earners or have already accumulated wealth. We specialise in wealth management, financial planning and financial advice to support you through growth, transition and life beyond the workplace.

What are your life and financial challenges?

You are earning well but unsure if you are optimising your position?
Concerned about the impact of income and capital taxes?
Accumulated assets but never stepped back to connect everything?
Approaching retirement and asking yourself, am I going to be financially OK?
You are in an employer share scheme and concerned about single asset risk and tax efficient exit?
You want to restructure your finances but want to avoid costly mistakes?
Concerned about passing wealth to future generations?
Are your current investments in the right strategy?
Unsure of your life’s next direction?

Ways we can help you

An atomos financial planner specialises in navigating complex financial affairs and conflicting priorities – connecting the dots between defining your life goals and ambitions, investing, tax, retirement, later life needs, insurance and estate planning.

We specialise in providing advice to entrepreneurs, business owners or executives, and higher earners on their tax strategy - optimising for income and capital taxes - be it a share award structured exit, pensions, mitigating tax liabilities or passing on wealth to cherished ones.

Where required, a financial planner will also work with an atomos portfolio manager. As dual experts working in professional partnership, they’ll craft adaptable and dynamic investment and wealth structuring to meet your immediate, medium and long terms needs.

Working with atomos enables you to plan for your later working life and into your next phase with clarity and confidence.

Wealth Management

Integrated financial planning/advice and portfolio management with professionals working as dual experts providing a total wealth management solution tailored to your individual goals.

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Financial planning & advice

Expert financial planning, a life goal and money review, that helps you safeguard your financial future and reach your life and financial ambitions.

Financial advice - recommendations tailored to a specific goal, such as investing, consolidating pensions or life assurance.

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Investment expertise

Combining the extensive expertise of atomos and WTW into our range of globally invested funds and portfolios that integrate Environmental, Social and Governance (ESG) considerations into our investment decisions.

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Book your free consultation

Begin your journey

Book an initial 10-minute call with one of our associates who will consider your needs and schedule a one-hour free consultation with a financial planner that specialises in your concerns and priorities. Use the calendar to book an appointment on a day and time most suitable for you. The associate will provide you with all the information you need to prepare for the meeting with a financial planner.

Book here

What will your financial planner do?

Your dedicated financial planner will get to know you, understand your life goals and financial ambitions. They will explain our services in more detail - how we work, how we can benefit you and our fees/charges. Should the chemistry work for you, they will agree the scope of work then build your financial plan and advice showing you everything you need to do achieve life and financial success.

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Sean Walsh Video - Introducing atomos

Our service in action

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Example financial plan

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Your meeting with a financial planner

Daniel Jones

Daniel has the skills you need to build a financial plan to support your ambitions.

Rory Stuart

Financial planning becomes a harmonious family endeavour under Rory's expert guidance, skilfully bridging generational divides.

Sean Walsh

Sean believes in finding out your motivations, before talking to you about your money.

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The value of investments and any income from them can fall and you may get back less than you invested.

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