OUR COMPANY
We are a firm of Independent Financial Advisers providing financial planning solutions to private individuals, businesses and charities throughout Cumbria and North Lancashire.
Our clients receive face-to-face, regulated independent financial advice in relation to investments, pensions and life insurance from a fully qualified adviser.
We aim to provide an accurate and reliable service designed to help you navigate often confusing financial matters.
We have a spacious office based in Barrow-in-Furness where clients frequently arrange to meet us. We also undertake home visits and conduct meetings online via video communication technology.
WHY CHOOSE US?
INDEPENDENT
We are able to look across the relevant market to ensure you receive the most appropriate product for your needs. Importantly, our charges remain the same no matter which provider is chosen.
EXPERIENCED
Our Managing Director, Nigel Atkinson, has over 30 years’ experience as a qualified Independent Financial Adviser.
TECHNOLOGY
We licence industry leading software from third-party companies, which enables us to provide clients with well-researched recommendations.
CLIENTS
Individuals
Businesses
Charities
Other professional advisers
e.g. solicitors and accountants
PEOPLE
Nigel Atkinson DipPFS
Managing Director
Nigel Atkinson is an experienced independent financial adviser. He began his career working for a firm of chartered accountants in South Cumbria, where he remained for over 20 years, going on to become a director of their financial services arm.
More recently, Nigel worked for seven years within a Cumbrian firm of independent financial advisers.
In 2020, Nigel established Atkinson Financial Services Ltd with a desire to provide excellent financial advice underpinned by honesty and integrity.
Clients of Atkinson Financial Services Ltd benefit from Nigel’s knowledge of investments, different types of pension arrangements and the UK personal tax regime.
Nigel holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate (Awarded: January 1995) and a current Statement of Professional Standing (SPS) issued by the Chartered Insurance Institute (CII). He also holds the CII’s certificates in mortgage advice and equity release.
Memberships: Chartered Insurance Institute and the Personal Finance Society.
Matthew Atkinson DipPFS
Independent Financial Adviser
Matthew Atkinson (Nigel’s son) is a qualified independent financial adviser.
He holds the Chartered Insurance Institute’s Diploma in Regulated Financial Planning (Awarded: September 2019) and a current Statement of Professional Standing (SPS) issued by the Chartered Insurance Institute (CII).
Matthew also holds the CII’s certificates in mortgage advice and equity release.
Memberships: Chartered Insurance Institute and the Personal Finance Society.