0127 490 0420

About Us

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

Atrium Financial was formed in 2017 with a clear vision, to create a nationally recognised financial planning service for today’s world. We put our client’s interest at the heart of everything we do. After all, we see our client’s success as our success and we believe this attitude makes us stand out from the rest.

We provide financial planning and advice to individuals and businesses alike about their long-term financial goals and objectives. We offer a wide range of financial products carefully researched by our specialists to ensure we find what is right for you.

How is Atrium Financial different?

Firstly, it’s in our attitude to be different.

  • Different in style, with a personal client touch and jargon-free language;
  • Supporting high professional standards within the industry;
  • Developing close client relationships, helping to plan and direct our clients through their financial lives.

Anecdotally, the average age of an adviser is in their mid-fifties so that would suggest a significant change in the demographics within the profession over the next 10 years or so. At Atrium Financial, we’re proud of the fact that we’re a relatively ‘young’ firm and we’ve started with a 20+ year business plan.

With our own long-term focus, we really are with you through life’s financial journey.

Whether you’re looking for a comprehensive financial plan with your future goals in mind, an investment strategy to review or simply need advice about a specific financial issue, Atrium Financial are here to help you.

We’re focussed on providing a clear and understandable service, and one that is aligned with your own interests and needs – not just a general offering for the mass market.

Get in touch with us >

Find out more… Call us on 01274 900420 or email us today.

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