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Investment Banks, Financial Consultants, Financial Advisors, Tax Preparations

Atkinson Powell

Atkinson Powell is a financial services company based in York, England. They offer a range of financial services including financial advising, consulting, investment banking, and tax preparation. Their team of experienced professionals are dedicated to providing their clients with expert financial guidance and support.

Introduction to Atkinson Powell

Atkinson Powell is a financial services company based in York, England. The company was founded with the purpose of providing reliable and trustworthy financial advice to their clients. With years of experience in the financial industry, the team at Atkinson Powell has established a reputation for being one of the most respected financial advisors in the region. What makes this company unique is their commitment to personalized service and their ability to tailor their services to meet the individual needs of their clients.

Services & products

Atkinson Powell offers a wide variety of financial services to their clients, including financial planning, investment advice, tax preparation, and more. Their team of experienced financial consultants works closely with clients to develop personalized plans that will help them achieve their financial goals. Additionally, Atkinson Powell has established relationships with a number of investment banks, allowing them to offer their clients access to a wide range of investment opportunities.

Location

Located in the heart of York, Atkinson Powell is situated in a bustling commercial area filled with shops, restaurants, and other businesses. The area is easily accessible by public transportation, with several bus stops located within a short walking distance from the office. The closest public transportation options are the York Railway Station (2.4 miles), the York Bus Station (1.5 miles), and the York Barbican (1.1 miles).

Benefits

Customers should choose Atkinson Powell because of their commitment to personalized service and their ability to provide tailored financial advice to meet the individual needs of their clients. The team at Atkinson Powell is dedicated to building long-term relationships with their clients and helping them achieve their financial goals. Additionally, their relationships with investment banks allow them to offer their clients access to a wide range of investment opportunities.

Good to know

Customers should be aware that Atkinson Powell is a fee-based financial advisor, meaning that they charge a fee for their services rather than earning a commission on any products or investments they recommend.

Reviews

Customers have consistently praised Atkinson Powell for their personalized service and their ability to provide tailored financial advice. Many clients have noted that the team at Atkinson Powell takes the time to understand their individual needs and goals, and works with them to develop a customized financial plan. Overall, customers have described Atkinson Powell as a reliable and trustworthy financial advisor.

Amenities

  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    estate planning
  • amenity
    financial advisory
  • amenity
    investment management
  • amenity
    research analysis
  • amenity
    market analysis
  • amenity
    portfolio management
  • amenity
    financial services

FAQ

What experience and credentials do your tax preparers have?

At Atkinson Powell, our tax preparers have extensive experience and are highly qualified. They hold relevant certifications and licenses, and regularly undergo training to stay up-to-date with the latest tax laws and regulations.

What types of financial products do you offer?

We offer a wide range of financial products and services, including investment advice, retirement planning, wealth management, insurance, and more. Our team of financial advisors and consultants can help you find the right solutions to meet your specific needs and goals.

How do you ensure confidentiality and security of clients' financial information?

At Atkinson Powell, we take the security and confidentiality of our clients' information very seriously. We have strict policies and procedures in place to protect your data, and we use advanced technology and encryption to keep your information safe.

Can you provide references or case studies of your past clients?

We are proud of the relationships we have built with our clients, and we are happy to provide references and case studies upon request. Our clients trust us to help them achieve their financial goals, and we work hard to maintain their trust and confidence.

How will you tailor your services to meet my specific financial goals and needs?

At Atkinson Powell, we understand that each client is unique, and we take a personalized approach to our services. We will work closely with you to understand your specific goals, needs, and preferences, and develop a customized plan to help you achieve your financial objectives.