Atkinson Bolton Consulting Homepage

"Creating and Preserving Wealth"

The Directors


James Bolton

James Bolton (BSc (Hons), APMI) trained with Willis in London, before moving in 1992 to Beckett Financial Services where he became Client Servicing Director responsible for the management of key corporate clients and the Employee Benefits team.

Recognising the gap in the market for a consultancy offering a professional, yet personal service from highly qualified individuals, James left Becketts to help found Atkinson Bolton Consulting.

"We felt that there was a gap in the market for a consultancy that offers a professional, yet personal service from highly qualified individuals".

"Everyone is aware of the extent to which the financial services profession has changed in recent years. In my opinion big players in the marketplace, hampered by bureaucracy and unsuitable infrastructures, no longer give their clients value. Atkinson Bolton Consulting Ltd. will provide an excellent service tailored to meet clients’ needs at a reasonable price".

 

David Thurlow

David Thurlow (ACII) spent 10 years at Norwich Union where he established a reputation as a technical expert in pensions-related matters – since 1993 he has also been an OPAS Adviser.

David has a wealth of experience in providing innovative solutions to client needs, being responsible, with James Bolton, for the Real Benefits™ offering from Atkinson Bolton.

“I always felt that I was restricted from giving clients the service they deserved – now I can really deliver on my promises”.

 

Simon Gibson

Simon Gibson has been an Independent Financial Adviser since 1990 and has experience of the Financial Services profession since 1984.

Simon has a team around him to complement the existing services and advice that have proved so popular with successful individuals and small to medium sized businesses in East Anglia and beyond.

Simon specialises in dealing with bespoke solutions and especially individual wealth management issues, including SIPPs and investment portfolios.

Simon heads up the Thoroughbred Wealth Management™ team.

"I believe in finding the key issues for my clients and then delivering the solutions to them in a sympathetic and imaginative way, focussing all the time on service. Existing clients know my mantra – 100% honest and right as often as possible!"

 

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.

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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


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