Atticus Financial Planning Ltd

Independent Financial Adviser  5 Doe Mews, Alton, Hampshire, GU34 5TG
First meeting at adviser's own cost
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.4/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
Mr Abraham Uys FPFS
Financial Planner
About us

Our office is based in Medstead, Hampshire and we deal with clients throughout the UK. We have worked in financial services for around 17 years and bring a huge amount of experience to benefit our clients.

We provide advice across a wide range of services including investments, pensions, savings, estate planning and protection. Our aim is to offer simple, effective advice that makes a difference in the lives of our clients. We charge fixed fees for our tailored financial plans and we will agree our fee with you before we undertake any work.

Our services

We feel that our clients choose to partner with us in making their dreams a reality. We work together to create a meaningful and rich future, built upon a sound and robust financial plan.

Most importantly, we understand that each person is unique. We therefore take the time to find out what your personal values, circumstances and goals are, before we put together your plan.

We use the latest technology and research to put together a plan that is effective, efficient and focussed on helping you to achieve your goals.

We support you every step of the way, through advising you on the way forward, to implementing your plan and reviewing your progress and circumstances regularly to ensure that you remain on track.

Where to find us
Head office address: 5 Doe Mews, Medstead, Alton, Hampshire, GU34 5TG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Atticus Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (<url hidden>) under reference 943598. Registered office: 5 Doe Mews, Medstead, Alton, Hampshire, GU34 5TG. Registered in England and Wales under no. 12825620

Response rating
9.4/10
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FCA authorised
Last authorised 29th March 2021

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