Originally established in the early 70s we offer truly independent advice on all aspects of Financial Planning. Whilst offering a high quality personal service to our local clients we have many clients throughout the country who value our expertise and advice. We are proud of our growth and success.

Our long standing philosophy is to marry the traditional values of client service and individual attention with modern methods of working and forward thinking products. Help our clients understand and achieve financial goals, financial security and peace of mind. Build long term client relationships based on trust, integrity and a commitment to excellence.

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Our Team Report

She is responsible for the management of the business and administration across both offices and works with her team to ensure the advisers and clients receive the highest quality service. John has been involved in financial services for over 30 years and now provides Consultancy Services to our business.

Areas of Advice Report

We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further. The Financial Conduct Authority does not regulate National Savings. There are many types of life assurance policies, all with different features and benefits.

Pensions Overview Report

A pension is basically a long-term savings plan with tax relief. Your pension contributions are invested so that they grow during your career and then provide you with an income when you retire. Your state pension, whilst giving you a basis for your retirement fund may not be enough to cover your needs.

Reviews (1)

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Thomas Feely

Jun 18, 2020

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Great communication, great experience. Getting a mortgage through atwoods just made me feel looked after. Customer service is top notch and the mortgage deal I got was far better than I thought I could have gotten

Atwoods