• Specialists in Group Schemes

    Specialists in Group Schemes

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    Protect Your Family

  • Plan for Your Retirement Today

    Plan for Your Retirement Today

  • Tailored Investments for Credit Unions

    Tailored Investments for Credit Unions

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    Free Financial Review

Apr
09
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Retirement planning remains one of the few ways in which an individual or company can make retirement provisions in a tax efficient manner.

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Apr
09
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By 2016 there will be more than 625,000 over the age of 65, which is an 80pc increase on 1991. And by 2016 there will be over 800,000 in the 50 to 65 age bracket.

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Apr
09
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Clearly defining your financial goals may help you live the life you desire. Your goals may include funding your child’s college education, launching a second career, purchasing a vacation retreat or retiring in comfort.

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Latest From Our Blog

  • Buy Out Bonds Explained

    Who qualifies?

    A Buy Out Bond is a pension bond into which you can transfer your fund if you leave your company pension scheme.

What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

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We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages, life assurance and group schemes.

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