Time to focus on your future

We are committed to helping you secure your financial future and achieve your long-term goals. We do this by providing high-quality, tailored personal advice, supported by our team of experts in financial planning.

Our goal is to help you structure and manage your finances effectively, ensuring you stay on track to meet your financial objectives. Whether you require ongoing financial planning support or one-time advice for a specific matter, we are here to assist.

atomos and WTW

Pensions and retirement planning, inheritance tax and estate planning, charitable giving, and a variety of investment solutions are all included in our holistic financial planning service.

We are known for our high quality financial planning and through our strategic alliance with WTW this service is available to you.

atomos and WTW have had a strong working relationship since 2022, during which WTW’s investment engine has successfully powered our investment solutions.

We are here to help you organise your finances so you can meet your financial goals. As part of a continuous financial plan, we can assist you with a variety of financial matters, or we can offer one-time guidance to address a particular issue.

Ways we can help you

Setting your goals

When thinking about plans for your money, you might start by asking yourself a few simple questions. But finding the right answers can be hard. A financial planner’s role is to get to know and understand your unique situation. Taking a 360-degree view, they make recommendations and set out the strategy that is most suitable for you based on your life goals.

Estate and inheritance tax planning

Don't underestimate the importance of making a will. A key part of our service is helping you pass on your wealth to your loved ones. Our financial planners can implement strategies to help mitigate the effects of inheritance tax. We can help you find effective ways to leave money both before and after your death. We can also help you make optimal use of personal tax allowances and reliefs to create a tax efficient investment strategy while providing guidance on tax optimised investments and retirement income.

Guidance on retirement

Working with us to create a retirement plan could help you achieve the later lifestyle you want. We can help you navigate the array of options to generate a sustainable income from pensions, investments and other financial assets. We can also help you plan for later life nursing, home help or residential care costs and we have financial planners who are accredited by the Society of Later Life Advisers.

Divorce and financial planning

If you are facing a significant life change such as divorce, we encourage you to seek support early for the best chance of meeting your financial needs now and in the future.

Our financial planners can help you work out what you want to do next and advise you on the most beneficial division of assets to ensure your financial security.

Leaving a gift to charity

Our team can guide you through gifting money in your Will to your favourite charity. As well as supporting the charity with your donation it could also be used to off set your inheritance tax liability. Please contact us to find out how we can help you with writing or amending your Will.

Financial planning for women by women

We advocate a balanced approach to female money matters. Starting out or already in a career, you may be thinking about life-changing decisions - such as plans for a family, sharing a home, marriage or divorce. Your financial decisions will impact your future so you can’t leave it to chance or for others to direct. We’ll help you take control, ensuring you expect and demand what is best for you. We have an exceptional team of female financial planners and portfolio managers who will advise and mentor you to help build your financial confidence.

Executive financial planning