Athelis Financial Ltd
Restricted
Athelis Financial Ltd have been providing financial advice for over 7 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
We can advise you on
Clients
helped
Recently added
helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Callum Hassan
Financial Adviser
What our clients say
jc
Jane Cresswell
Callum always contacts us for an annual review, and answers any questions we have clearly. He has always given us enough information to enable us to make informed decisions. He is friendly and very...
ds
David Steele
Callum at Athelis has taken good care of me and my finances.
lm
Loretta Mclean
I was very hesitant in using a financial advisor but Callum was great, knowledgeable and put my mind at ease.
If I need a question or query answering he replies promptly. I would absolutely recommend...
gd
Graham Dillon
Couldn’t ask for more, Callum is very knowledgeable and the whole operation is ultra professional, would like to take this opportunity to thank Callum and his staff wholeheartedly for their services.
nh
Nigel Higham
I would highly recommend Callum, he is very knowledgeable regarding pensions and investments. He made me feel at ease. He is extremely professional and personable
as
Andrew Statham
Great advice and efficient service. Would definitely recommend.
Compliance
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .
This service is provided by Unbiased Group Services Ltd