Atkinson Financial Services Ltd

Independent Financial Adviser  90-92 Scott Street, Barrow-in-Furness, LA14 1QE
First meeting at adviser's own cost
We provide an accurate and reliable advice service designed to help you navigate often confusing financial matters.
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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SIPPs
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Stakeholder
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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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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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Critical illness
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Income protection insurance
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Life insurance
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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
Mr Nigel Atkinson DipPFS
Managing Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

About us

Atkinson Financial Services Ltd provides clients throughout Cumbria and North Lancashire with independent financial advice in relation to investments, pensions and life insurance.

We aim to help individuals, businesses and charities achieve their financial goals. Initial meetings are always without charge or obligation.

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.

Our services

Retirement
Investment
Life insurance

Where to find us
Head office address: 90-92 Scott Street, Barrow-in-Furness, LA14 1QE
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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