Montage
Atkinson & Co
Personal Finance
Your personal finances require individual attention

Individuals, as well as businesses, require impartial advice on a wide variety of financial issues. Sometimes, financial advisers can be commercially tied to specific providers of financial services, which can make it difficult for them to provide you with an objective point of view.

We believe that your personal finances require individual attention, which is why we have teamed up with Summit Financial Solutions Ltd. They are a large firm of Independent Advisers who can guide you through the complexities which affect your personal life. They will work on your behalf, using the latest technology, to research the whole marketplace to give you truly independent advice and the solutions that best suit your personal circumstances. Summit Financial Solutions Ltd are one of the largest members firms of any IFA network in the UK, so you can enjoy all the benefits associated with true independence combined with big company security.

Life Assurance, Business & Income Protection

Advice on your future financial security, including protection for you, your family and your business

Up
.

Personal & Corporate Pension Planning

Appropriate advice on providing for retirement income to suit your needs, including stakeholder, approved schemes, executive plans, self-administered schemes and funded unapproved retirement benefit schemes.

Up

Savings and Investments

Advice on long and short term tax efficient savings schemes including banks, building societies, government schemes and insurance companies.

Comprehensive research and advice on all investment schemes, to tailor a strategy to suit your circumstances.

Up

Mortgages & General Insurance

Advice on mortgage and re-mortgage options available to suit your personal needs, raising finance through banks and building societies, and other borrowing. Protecting your assets from loss through appropriate general insurance schemes.

Up

Estate Planning

Assistance with the management of your estate, including will preparation, lifetime gifts, reliefs & exemptions

Up

Atkinsons is not authorised under the Financial Sevices and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have bee engaged to provide.

Web Site Links

For further information you may wish to visit these websites...
Inland Revenue
HMCE
DFEE
ICAEW
 
For more detailed information or consultation about any of the above services, please contact us...
Up

Hull Practice: 60 Commercial Road, Hull, East Yorkshire, HU1 2SG
Tel: 01482 226791 Fax: 01482 325479 E-mail: hull@atkinsonco.com

Bridlington Practice: 12 Quay Road, Bridlington, East Yorkshire, YO15 2AD
Tel: 01262 677241 Fax: 01262 673174 E-mail: bridlington@atkinsonco.com

Doncaster Practice: 5 Mill Lane, Warmsworth, Doncaster, South Yorkshire, DN4 9RG
Tel: 01302 851661 Fax: 01302 851846 E-mail: doncaster@atkinsonco.com

Gainsborough Practice: 7 Spring Gardens, Gainsborough, Lincolnshire, DN21 2AZ
Tel: 01427 614742 Fax: 01427 612234 E-mail: gainsborough@atkinsonco.com


Louth Practice: 5 Eastgate, Louth, Lincolnshire, LN11 9NA
Tel: 01507 609933 Fax: 01507 608230 E-mail: louth@atkinsonco.com

© 2002, Atkinsons. All rights reserved. Atkinsons has described various matters in general terms and whilst we have taken care to ensure that the information is correct at the time of publication, it should not be taken to be sufficient for making a decision. Specific advice should be obtained in relation to particular circumstances.