THE 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 do not recommend our own products, instead we are able to look across our 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 25 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, having spent more than 20 years employed by the same firm of chartered accountants based in South Cumbria.
More recently, Nigel worked for seven years within a Cumbrian firm of independent financial advisers.
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.
Nigel is a member of the Chartered Insurance Institute and the Personal Finance Society.