From workplace success to financial security

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

If you are a workplace executive curious about atomos and how we can support your financial planning we recommend that you contact Sean Walsh via email sean.walsh@atomos.co.uk

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

An atomos financial planner helps high‑earning professionals, entrepreneurs and business owners cut through complexity bringing together your life goals, investments, tax strategy, retirement and estate planning into one clear, joined‑up plan. From structuring exits and optimising income and capital taxes to pensions and passing on wealth, we focus on what really matters to you. Where needed, your planner works seamlessly with an atomos portfolio manager, combining planning and investment expertise to create a flexible strategy that adapts to your needs today and over the long term.

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

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

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.

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.

Text to follow

Text or link to follow

Text or example to follow