Atomos Financial Planning Limited

Head Office

Service Types

Discretionary ServicesAdvisory Portfolio ManagementExecution Only Services

Investment Types

Corporate BondsExchange Traded FundsFundsInvestment TrustsISAsSelf-Invested Personal Pension

Firm Overview

atomos are here to make your dreams and financial ambitions a reality.

In this fast-changing world, they understand that you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments, combined with all the convenience and access you get from modern digital tools. You want the best of both worlds.

Bringing together every part of your financial world is what we do, and we can provide:
• Investment management services & financial planning advice
• A boutique approach with a local network & nation-wide resources with the benefits of scale
• Decades of experience & fresh thinking and agility
• A simple offering at the start of our relationship with you & and a more complex, bespoke service as your needs evolve and wealth grows

We manage over £7 billion* of savings and investments for over 8,000 people; helping them achieve their goals and enriching their lives well beyond wealth.

*Funds under management as at May 2022.