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 15th August, 2022

Relevant Life cover -How to tax efficiently provide your life insurance cover through your company

Many small business owners sink blood, sweat and tears into their business. All their dreams and future goals for themselves and their loved ones are often inextricably linked to the success of their business venture. Often they are the main bread-winner, with their partner staying home and looking after the family. When they succeed, it is the culmination of years of effort and stress, but the rewards are so sweet. However, what happens if the unforeseen happens? What happens to your family and all the resources and effort that have been sunk into the business if the adventurous business owner dies? Do all their dreams and ambitions for their loved ones die with them? In this article, I will discuss how to protect against such an event, using your business to provide the protection your family needs. Furthermore, I will show how this can be in a manner that can be far more cost effective and tax efficient than if you were to pay for the life insurance your self.

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Wednesday 10th August, 2022

Market update - 5th August 2022

The Tatton Weekly - Fighting the Fed

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