The bespoke investment services offered by our in-house portfolio managers allow us to cater to the needs of high-net-worth personal clients, charities and trusts with customised portfolios that can include a diverse range of assets aligning with the clients’ aims, objectives and specific tax planning requirements.

Our distinctive approach extends to wider investment services. Offering bespoke investment solutions and discretionary managed portfolio mandates with additional asset management expertise provided through our strategic alliance with WTW.

Intergenerational wealth transfer is a cornerstone of our service at atomos. We often look after several generations of the same family in adviser-client relationships that span many years. We’re proud to help families navigate complex financial landscape, ensuring wealth is passed down efficiently to future generations.

We have expertise in establishing strategies to hold and pass on family wealth, with the added benefit of mitigating Inheritance Tax liabilities. This makes us a powerful tool for wealth preservation and intergenerational transfer. Our experience spans the more intricate complexities of trusts, family investment companies and gifting strategies.

We cover all the main pillars of comprehensive financial planning. Its inclusive of retirement, estate, Investment and tax planning, as well as later life needs, mortgages & equity release and protecting the family wealth.

We offer specialisms which set us aside from other firms, such as

• Female-focused financial planning delivered to women by women
• Solving the financial aspects of divorce and separation
• Navigating the complexities of NHS pensions
• Helping business owners protect, grow, pass on or exit their business