We work in partnership with you...
To put in place a financial plan built around your personal circumstances and aspirations.
Expert advice
Expert advice provided by highly qualified and experienced financial advisers based in Hampshire.
Partnership
We collaborate with you, working at your pace, in line with your needs and priorities, to achieve the best outcome.
Strategic
Providing you with a clear plan to achieve your goals.
Transparent fees
Fair fees, agreed at the outset, based on the complexity of the work and the time required to complete it.
Peace of mind
Take comfort from the certainty and security around your financial planning.
Independent
Complete independence, meaning that we can focus on finding the right solution for you, free from any bias or ties.
You
Are at the centre of everything we do.
Atticus Financial Planning is proudly recognised as ‘Financial Planners of the Year - Hampshire’ by the Retirement Planning Awards 2022 hosted by Wealth & Finance International.
