Attanta Wealth Management

Based in the City of London, Attanta is a privately owned wealth management firm, specialising in providing solutions driven advice. Established in 1995 Attanta offers you a truly bespoke service, able to advise on a wide spectrum of wealth management needs. Staffed by highly experienced professionals, our meticulous approach to client care will to help you in realising your financial aspirations. We develop a partnership with our clients and adopt a completely tailored approach to each and every one. Your conversation starts with us with a simple question, what do you want to achieve?Underpinning our advice is a measured approach to how we construct your plan, maintain a watch on your circumstances and your long term investment objectives. Our client portal provides you with a single access point to all your finances, as we believe that two of the main problems people have with the way investment usually works are a lack of modern solutions and a lack of agility in financial services. You can organise and track your investments conveniently online, on your tablet or on your phone, and get in touch with your financial adviser in an instant. The services we offer include: * PENSION TRANSFERS / CONSOLIDATION* RETIREMENT INVESTMENTS * MORTGAGES & MORTGAGE PROTECTION* PROTECTION INSURANCE (Life insurance, Critical Illness and Income Protection)* SPECIALIST INVESTMENTS (classic cars, watches, coins, art and wine)"It's all part of our vision to engineer technology to go 'beyond wealth management'​ and deliver a 'client first'​ experience. "​
Social Link - Linkedin: http://www. linkedin.com/company /attanta-wealth-management
Employee Count: 2
Keywords: financial services