Atkinson Bolton Consulting Homepage

"Creating and Preserving Wealth"

Full Financial Planning    

Atkinson Bolton Consulting provide a Full Financial Planning service for those clients who wish to have the very best service, technical and professional advice, delivered in a caring, sympathetic and imaginative way.

The Full Financial Planning service is completely fee-based, and starts with a thorough analysis of every aspect of a client’s financial life to date, as well as looking at their hopes and aspirations for the future. Having gathered a great deal of information, our aim is to turn this into knowledge on behalf of the client, through our accumulated wisdom of (between the 4 shareholding directors) over 80 years in financial services.

When we have applied our focussed research from our outstanding back office team to your circumstances, we will be in a position to provide you with a draft plan on every aspect of your financial life, past, present and future. This can then (if agreed) be reviewed on an annual basis to ensure that you are still on target, and to take account of changing economic, political and personal environments.

The different expertise of not only the 4 directors but also our committed and loyal staff ensures that, when combined with our outstanding network of third party professional connections, we can deliver a full financial plan regardless of any client’s individual circumstances.

The full financial plan will consist of, amongst other key issues:

  • Education Fees Planning
  • Financial Security Planning/Risk Management
  • Retirement Management
  • Estate Protection
  • Individual Wealth Management
     
     
Real  Benefits™ Thoroughbred
   Wealth Management™ 		Forthcoming Events

- is a unique flexible employee benefits communication and management tool that will help your employees realise the value of their company benefits. It includes a highly secure internet based system that aggregates information from all of your company benefit providers, payroll systems and HR systems and then communicates with and educates your employees through customisable web pages.

- is a comprehensive service, designed to assist our clients in the creation and preservation of their wealth. The service is individual, personalised, and bespoke for each client, and works for and with individuals, companies, pension schemes and trusts. It is a focused approach to the management of our clients’ wealth.

- we run many seminars and workshops throughout the year, either at our own offices, at The Jockey Club in Newmarket, with carefully selected third parties or in a roadshow format at a location chosen for it’s ease of access and proximity to as many clients and like minded companies as possible. Please follow this link to see our current programme of events, and/or to book your attendance.

Click for more

Click for more

Click for more



Atkinson Bolton Consulting Ltd, is authorised and regulated by the Financial Services Authority and

is registered in England at Cheveley House, Fordham Road, Newmarket, Suffolk CB8 7XN, registration number 4127134 and VAT number 765637296.

Terms of Business


a screen business site