Independent Financial Advisers | Financial planning solutions

01229 870938
(9AM-12.30PM and 13.30PM – 5PM, Mon-Fri)

Atkinson Financial Services Limited,
90-92 Scott Street, Barrow-in-Furness,
Cumbria, LA14 1QE

THE COMPANY

We are a firm of Independent Financial Advisers providing financial planning solutions to private individuals, businesses and charities throughout Cumbria and North Lancashire.

Our clients receive face-to-face, regulated independent financial advice in relation to investments, pensions and life insurance from a fully qualified adviser.

We aim to provide an accurate and reliable service designed to help you navigate often confusing financial matters.

We have a spacious office based in Barrow-in-Furness where clients frequently arrange to meet us. We also undertake home visits and conduct meetings online via video communication technology.

WHY CHOOSE US?

INDEPENDENT

We do not recommend our own products, instead we are able to look across our relevant market to ensure you receive the most appropriate product for your needs. Importantly, our charges remain the same no matter which provider is chosen.

EXPERIENCED

Our Managing Director, Nigel Atkinson, has over 25 years’ experience as a qualified Independent Financial Adviser.

TECHNOLOGY

We licence industry leading software from third-party companies, which enables us to provide clients with well-researched recommendations.

CLIENTS

Individuals

Businesses

Charities

Other professional advisers
e.g. solicitors and accountants

PEOPLE

Nigel Atkinson DipPFS

Managing Director

Nigel Atkinson is an experienced independent financial adviser, having spent more than 20 years employed by the same firm of chartered accountants based in South Cumbria.

More recently, Nigel worked for seven years within a Cumbrian firm of independent financial advisers.

Clients of Atkinson Financial Services Ltd benefit from Nigel’s knowledge of investments, different types of pension arrangements and the UK personal tax regime.

Nigel holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate (Awarded: January 1995) and a current Statement of Professional Standing (SPS) issued by the Chartered Insurance Institute.

Nigel is a member of the Chartered Insurance Institute and the Personal Finance Society.

Atkinson Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number: 915934.

Registered in England and Wales. Company number: 12046322. Registered office address: 90-92 Scott Street, Barrow-in-Furness, Cumbria, LA14 1QE.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The information contained in this website is intended for the use of UK residents and is not intended for the use of persons outside of the UK. By continuing to use this website you are confirming that you have the necessary right to do so.

Please be aware that nothing in this website constitutes any form of advice or recommendation by Atkinson Financial Services Limited and the content should not be relied upon by users when making (or refraining from making) any investment/financial decisions.