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.