Atlantic Financial Services

  • About Us

    Established in 2000, Atlantic Financial Services is an independant financial services business. Atlantic Financial Services is driven to provide professional services to our personal and business clients.

    With years of experience in the financial services industry, we offer independant services and advice to ensure that you get the quality financial services you need.

    Whether you are an individual or company, we listen and assess your needs. We strive to understand your personal financial or business requirements. We work with you to choose the best solution possible and put the chosen solution in place.

    Atlantic Financial Services will be there to guide you through all the key financial decisions life presents. We are committed to providing you with advice by way of a yearly review to identify your financial goals, highlight any shortfalls in your planning and provide you with appropriate recommendations.

    We passionately believe in giving the customer the very best experience. Everyone is treated with the respect and honesty that your valued business deserves. This is evidenced by the number of referrals and repeat business that we get from our customers.

    Prompt return of your calls and emails are guaranteed and we will always keep you fully informed in an open and honest manner.

     

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."

Our Company

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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