A Few Words About Us

Atlantic Investors is a well established independent financial advice firm currently celebrating our twentieth year of trading. We offer a wide range of financial advice services to both corporate and domestic clients with advisers who can advise on the following:-

Pensions including occupational pension transfers group pension schemes and self invested Personal Pensions(SIPP) and small self administered schemes(SSAS) as well as standard personal pensions.

Investments, including portfolio construction in a tax efficient manner utilising both onshore and offshore investments, isas, and other tax advantaged investments.

Protection arrangements including life, critical illness and income protection cover for individuals and companies.

Mortgages for both individuals and corporate clients.

Why choose Atlantic Investors?

With our wealth of experience we are able to deal with most financial advice issues but our primary focus of advice tends to be in relation to investments and pre retirement and at retirement advice.

Our initial discussion is free after which we agree the basis on which advice will be given. We can offer advice on either a fee or, where appropriate, a commission basis, whichever you prefer.

Advice can be provided in person at our offices, at an alternative agreed location or entirely by telephone and post if preferred.