Financial Planners, Insurance Attorneys, Estate Planning Attorneys, Tax Attorneys, Financial Advising Services

Atticus Financial Planning Ltd

Atticus Financial Planning Ltd is a UK-based company that offers a range of financial services. Their team of experienced professionals provides estate planning, financial advising, investment services, tax attorneys, insurance attorneys, and more. Atticus Financial Planning Ltd specializes in economics and law, ensuring that their clients receive expert advice and guidance. With a focus on personalized service, Atticus Financial Planning Ltd is committed to helping individuals and businesses achieve their financial goals.

Introduction to Atticus Financial Planning Ltd

Atticus Financial Planning Ltd is a financial planning company based in Alton, England. The company was founded with the aim of providing high-quality financial planning services to its clients. Atticus Financial Planning Ltd is unique because it combines economics and law to provide comprehensive financial solutions to its clients.

Services & products

Atticus Financial Planning Ltd offers a range of financial services, including estate planning, financial advising, investment services, and insurance. The company's team of financial planners and attorneys work together to provide clients with tailored financial solutions that meet their unique needs.

Location

Atticus Financial Planning Ltd is located in Medstead, a small town in the Alton area of England. The area is known for its beautiful countryside and historic landmarks, such as the Jane Austen House Museum. In the town, customers can find a variety of local businesses, including cafes, shops, and restaurants. The closest public transportation options are the Alton train station, which is approximately 6 miles away, the Bordon bus station, which is approximately 5 miles away, and the Four Marks bus station, which is approximately 4 miles away.

Benefits

Customers should choose Atticus Financial Planning Ltd because of the company's commitment to providing personalized financial solutions. The company's team of financial planners and attorneys work together to create solutions that are tailored to each client's unique needs. Additionally, the company's use of economics and law allows them to provide comprehensive financial advice that takes into account both legal and financial implications.

Good to know

Customers should be aware that Atticus Financial Planning Ltd specializes in financial planning services and does not provide tax or legal advice. Customers may need to consult with a tax or legal professional in addition to working with Atticus Financial Planning Ltd.

Reviews

Customers have consistently praised Atticus Financial Planning Ltd for their expertise and professionalism. Clients have noted that the company's team is knowledgeable, responsive, and committed to providing high-quality financial solutions.

Amenities

free consultation
will writing
trust creation
probate assistance
tax planning
asset protection
elder law
guardianship
power of attorney
estate administration
business succession planning
online services
investment advice
retirement planning
insurance services
asset management
budgeting assistance
debt management
credit counseling
estate planning
online account access
financial planning
wealth management
asset allocation
risk management
online appointment booking
tax advice
tax preparation
tax filing
tax representation
tax relief
tax audit assistance
tax refund assistance

FAQ

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references or testimonials from satisfied clients upon request. We are proud of the relationships we have built with our clients and are happy to share their positive experiences with our services.

Can you provide examples of successful cases your firm has handled in the past?

Yes, we can provide examples of successful cases our firm has handled in the past. We have a track record of helping clients achieve their financial goals through our expertise in estate planning, financial advising, investment services, and tax law.

How much experience do your attorneys have in estate planning?

Our attorneys have extensive experience in estate planning, with many years of practice in this area. We stay up-to-date with the latest legislation and trends in estate planning to provide our clients with the best possible advice and solutions.

What types of financial services do you offer?

We offer a wide range of financial services, including financial planning, investment services, insurance, and tax law. Our team of experts can help clients navigate complex financial situations and develop customized strategies to achieve their goals.

What is your process for monitoring and adjusting investment portfolios?

Our process for monitoring and adjusting investment portfolios involves regular reviews of our clients' portfolios to ensure they remain aligned with their individual goals and risk tolerance. We use a rigorous analysis of market trends and performance to make informed decisions about adjustments to investment portfolios.

Reviews

Simon Ellis

Positive: Professionalism, Quality, Responsiveness, Value

28-05-2021
Nick Padgham

We received clear and impartial advice based on our particular needs. Abraham was professional, friendly and very helpful.

28-05-2021