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Senior Wealth Planning Director

HomeAbout Us / Meet the teams / Meet the financial planners / Ian Cosnett

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Discretionary Fund Management is when an investment professional known as a Discretionary Fund Manager (DFM) builds and manages a portfolio of investments on your behalf. They take into account how much you have to invest, the level of risk you are prepared to take, your financial goals, and your tax position.

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James Evison

Senior Wealth Planner

HomeAbout Us / Meet the teams / Meet the financial planners / James Evison

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Medical professionals pension service

atomos' medical financial planning team provides expert advice and access to a variety of pensions and savings vehicles that can boost your capital for retirement.

HomeServices / Medical professionals pension service

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About to retire

atomos helps you prepare to retire, advising you on how to set financial goals, how to make pension contributions and explaining your tax obligations.

HomeLife events / About to retire

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Losing a loved one

Losing a loved one is never going to be easy, which is why a carefully considered financial plan can help to relieve worries about money at these difficult times.

HomeLife events / Financial security for your loved ones

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Children

atomos offers solutions for people looking to provide a secure financial future for their children, including protection planning, mortgages and savings.

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AIM IHT service

Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.

HomeFinancial advisers / Products / AIM IHT service

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Alibaba plan major restructuring

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.

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Will we soon be a cashless society?

In preparation for our Future of Money event with economist and author, Stephen King, we explore the pros and cons of becoming a cashless society.

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Inflation: transitory or higher for longer?

The central banks reiterate that accelerating inflation is ‘transitory’ and not a cause for concern, but it’s our advice that investors prepare themselves for a different truth entirely: inflation is going to be higher for longer.

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Reflections on investing with atomos one year on from our changes

As 2023 draws to a close, we’re preparing to celebrate our first full year of performance from our new and improved investment service.

HomeKnowledge hub / News & press

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