Taunton
5 Discovery House, Cook Way, Taunton, TA2 6BJ
01823 337799
In the heart of Taunton, take the third turning on the left from Bindon Road when heading west. Free parking is available.
View on map
5 Discovery House, Cook Way, Taunton, TA2 6BJ
In the heart of Taunton, take the third turning on the left from Bindon Road when heading west. Free parking is available.
View on mapTaunton and Somerset
Our team of Taunton financial planners bring local knowledge to every meeting. We look after clients across Somerset and see financial planning as building a future full of ambition and growth, financially and personally.
Why choose our Taunton office
Financial planning is tailored, personal advice on how your wealth can be put to work to achieve your life goals. It is the focus of our local financial advisers.
Your atomos financial planner will discuss your wealth and lifestyle priorities with you. Together you’ll shape the bigger picture of how to use your money to achieve your ambitions. Then we will draw up a detailed financial plan to get you there. Inheritance tax (IHT), pensions and helping business owners are our particular specialisms.
We will select a suitable investment strategy that aims to deliver the returns you need without taking too much risk. If right for you, we’ll recommend suitable financial products to help meet your goals.
Our Taunton team
We specialise in advising individuals and families on a range of issues, from inheritance tax to retirement, so you can enjoy lasting peace of mind.
Speak to one of the team
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
