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.
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.
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
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