Atkinson Smith (Financial Services) Ltd.
Atkinson Smith has over 30 years of experience and is now one of the largest independent financial planners in Yorkshire, with over 2000 clients and £60 million pounds under management.
We are committed to giving our clients the benefit of independent financial advice and we are independently authorised through the Financial Services Authority (FSA).
We provide a wide range of financial solutions to both businesses and high net worth individuals, building our reputation on ongoing service to clients, adapting our recommendations for their changing needs and circumstances. To retain clients’ trust and loyalty we deliver a first class service from the initial advice through to ongoing servicing via both our advisors and highly qualified support staff in the office. All staff receive ongoing professional support and training to keep them up to date with the latest industry regulations and to maintain their continuing professional development.
Remuneration is also flexible and adaptable to our clients needs, we are happy to work on a fee basis or commission or a combination of the two. This is discussed and agreed prior to any transactions and we provide transparency and logical advice in all our communications.
Atkinson Smith is part of the IF Alliance, a close affiliation of highly professional independent financial planning firms who have come together to share ideas, resources and design products which have been negotiated with major institutions to meet the specific needs of clients.
Our advisors are all highly qualified and capable individuals with many years of experience and expertise in all aspects of financial planning, taxation and pensions.
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.