Atlantic Wealth Consultancy Ltd

Specialists in Investment and Pension Planning for families, individuals, and businesses. Our main aim is to provide sound and fair advice, together with high levels of client servicing so our clients are kept fully informed and fully up to date. We advise on the following: Investing tax efficiently for growth, income or both. Planning for retirement. Income drawdown. IHT reduction /Estate Planning*. ISA. Mortgages. Wills and Power of Attorney. *It is immensely important that people have continuation in the advice they receive, especially in relation to Government legislation and changing individual circumstances. We help and guide our clients through all of these aspects. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face-to-face financial advice- Giving you the opportunity to review your financial affairs regularly- Effectively managing your investments via our distinctive approach- Keeping you informed of the latest news and any changes that might affect your personal situation- Listening to your feedback- Ensuring that our dealings with you are sensitive to your needs
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Keywords: financial services