About Us

Atkinson Powell Financial Management LLP is a firm of Independent Financial Advisers based in York.

Our four advisers have a wealth of experience in the financial services industry.

Our aim is to provide clear and unbiased financial advice.

This means we do our best to avoid using industry jargon. We take the time to consider all of the options available and to explain our recommendations in simple terms.

We are not tied to any investment, pension or insurance company. We are therefore able to assess the whole market and provide bespoke advice to each client.

Our business has been built on referrals from existing clients who recommend us to their family, friends and colleagues.

We provide financial advice to individuals, couples, families and corporate clients.

Although we are based in York we have clients all over the UK.

We provide financial advice in the following areas:

Savings and investments, both lump sum investment and regular savings.

Retirement planning, whether you are thinking about saving for the future, you are approaching retirement or you have already retired and would like a review of your existing arrangements.

Protection planning, to provide peace of mind to individuals and companies in the event of death or illness.

Inheritance tax planning, strategies to mitigate the potential inheritance tax liability on your estate.
We can advise on a particular aspect of your finances or we can consider an holistic approach to ensure we meet your objectives as fully as possible.

Please do not hesitate to get in touch with us. We will cover the cost of an initial meeting and there is no obligation for you to proceed with our recommendations.

Meet the Team

HelenPowell

01904 691619

About Helen

Member of LLP & IFA

Having graduated from Nottingham University in 2000, Helen initially entered financial services as a graduate trainee with Lloyds TSB in London. After returning to York to complete her training, Helen qualified as an Independent Financial Adviser in 2001.

Helen is a partner of Atkinson Powell.

Helen is married with two sons. Her interests include skiing, swimming and reading.

AndrewBell

01904 691619

About Andrew

Chartered Financial Planner

Andrew moved to York in 2002 to take up a role as a graduate trainee with Aviva. After completing the appropriate qualifications, he joined his first advice practice in 2005 and started advising soon after.
He has experience of working with accountants and solicitors across Yorkshire. He qualified as a Chartered Financial Planner in 2009.

Andrew holds specialist qualifications in long-term care and pensions advice.
Outside of work Andrew is married with two young sons. When not tidying up after his wife and children, his main hobbies are archery, running and golf.

RosieBraithwaite

01904 691619

About Rosie

IFA

Rosie began her career in financial services in 2007 after 6 years spent working as a forensic scientist. She qualified as an Independent Financial Adviser in 2008.

Rosie holds specialist qualifications in pensions advice.

Rosie is originally from West Cumbria and often returns to visit family and spend time in the Lake District. Rosie is married and her interests include running, gardening and foreign travel.

PaulGardner

01904 691619

About Paul

IFA

Paul graduated from Bristol Polytechnic in 1982 and later qualified and worked as a teacher. Paul embarked on a second career in financial services in 1990. Having initially trained in the Bank Assurance sector with Barclays Paul became an Independent Financial Adviser in 2001.

Paul is married with two grown up children and has various interests including football, cycling, reading and bird watching.

AdminTeam

01904 691619

About Admin

Administration and Accounts

Sharon Cocker
Anna Kurt
Julie Potter
Caroline Rhodes
Louise Weston
George Lockwood

Want to know more?

Call us for a friendly chat on 01904 691619 or email: office@atkinsonpowell.co.uk