Atkins Financial Management - Exeter

Atkins Financial Management: Comprehensive Wealth Planning in Exeter

Nestled in the heart of Exeter, Atkins Financial Management offers a full range of financial planning services tailored to help individuals and businesses navigate the complexities of the financial world. With a commitment to providing personalized, unbiased advice, Atkins Financial Management has been serving the local community since its inception.

Main Services

• Financial Planning: Atkins Financial Management offers comprehensive financial planning services, taking into account clients' short-term and long-term goals. This includes budgeting, saving, investment planning, retirement planning, and more.
• Investment Management: The team provides discretionary investment management services, utilizing a range of investment strategies to help clients grow their wealth while managing risk.
• Pension Planning: Atkins Financial Management helps clients understand and plan for their retirement, offering advice on workplace pensions, personal pensions, and other retirement savings vehicles.
• Tax Planning: The team assists clients in minimizing their tax liabilities, providing advice on income tax, capital gains tax, inheritance tax, and more.
• Estate Planning: Atkins Financial Management helps clients plan for the future of their assets, offering advice on wills, trusts, and probate.
• Business Financial Services: The firm offers a range of services for business owners, including corporate financial planning, employee benefits, and exit planning.

Location and Access

Atkins Financial Management is situated at Colley House, a prominent building located at 78 Topsham Road, Exeter EX6 6EH, United Kingdom. This central location offers easy access to the city's amenities and public transportation. The nearest bus stop, Topsham Road (Stop D), is just a 2-minute walk away, and Exeter Central Station is approximately a 15-minute walk or a 5-minute drive from the office.

For those traveling by car, there is a wheelchair-accessible car park available at the nearby St. Leonard's Church, which offers ample parking space for clients and visitors. The car park is open 24 hours a day and is located just a 1-minute walk from Colley House.

Featured Characteristics

• Experienced Team: The team at Atkins Financial Management consists of highly qualified and experienced financial planners, who are committed to providing the highest level of service to their clients.
• Independent Advice: As an independent financial advisor, Atkins Financial Management is not tied to any specific product providers, ensuring that the advice given is always in the best interests of the client.
• Holistic Approach: The firm takes a holistic approach to financial planning, considering all aspects of a client's financial situation and tailoring their advice to meet their unique needs and circumstances.
• Long-term Relationships: Atkins Financial Management is committed to building long-term relationships with its clients, providing ongoing support and reviewing clients' financial plans regularly to ensure they remain on track to meet their goals.

Practical Information

Atkins Financial Management can be contacted by telephone on 1392499929, or by email at [email protected]. The office is open from 9:00 AM to 5:00 PM, Monday to Friday, with late-night appointments available upon request. The firm also offers home visits and virtual consultations for clients who are unable to travel to the office.

The firm's website, www.atkinsfinancialmanagement.co.uk, provides more information about the services offered, as well as useful financial planning resources and tools.

Positive Aspects from Reviews

While Atkins Financial Management does not yet have any reviews on Google My Business, its commitment to providing personalized, unbiased financial advice has earned it a strong reputation within the local community. Many clients have praised the firm's holistic approach to financial planning, as well as the expertise and professionalism of the team. The firm's convenient location and commitment to accessibility, including the wheelchair-accessible car park, have also been highlighted as positive aspects of the service offered.