Investments

  • Investments

    Atlantic Financial Services provide individually tailored advice to our clients regardless of the sums available for investment. When taking into consideration the client's unique personal circumstances we make a recommendation that is best suited to their personal needs.

    The foundation of Atlantic's investment approach is to establish an understanding of your investment objectives. We establish your attitude to risk, the term for which the monies are available for investment and your overall financial position. This information is combined with our knowledge of investment markets, investment products and fund management to produce a tailor-made portfolio specific to your needs.

    The financial solution we recommend is diversified across a broad range of asset classes and investment options. This approach caters for all types of investors from the cautious to the more adventurous.


    Atlantic Financial Services provides both personal and corporate investment services.

     

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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