Chartered Financial Advisers based in Hampshire.
At Atticus Financial Planning we look to do things differently.

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.


Book a free initial consultation, by calling us on 01420 446777, or find a time online today.

 

Monday 28th February, 2022

Long term investing - the importance of staying invested during difficult markets

As we find ourselves going through a period of global economic and political uncertainty, it is quite reasonable to ask whether you should be selling out into cash, or whether it is best to remain invested. In order to address this question, I have put together the article below. It will look at historical data in order to explain and justify the importance of remaining invested over the long term, despite the apparently dire economic circumstances. I hope you find this article useful, but if you have any questions you would like to discuss, then please don't hesitate to give Atticus Financial Planning a call.

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Tuesday 25th January, 2022

Pensions versus ISAs - Which is best?

As we head towards the end of tax year, my clients have started asking me that age old question: Should I fund my pension or ISA? Which is best? In the article below, I will attempt to address this question, highlighting the advantages and disadvantages of each. As always, the answer to this question can be quite nuanced and will often depend on where you are in your financial lifecycle and what you are trying to achieve. If you have any questions, please don't hesitate to give us a call at Atticus Financial Planning. We are always happy to help.

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If you would like further information, we'd love to chat...