Atlantic Swiss

Independent Financial Adviser Atlantic Swiss, 52-54 High Holborn, Greater London, London, WC1V 6RB
FCA verified
15th July 2019
Helping clients achieve their goals through financial planning which is clear, easy to understand & personalised.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Jaryd McCormack
Partner
Where to find us

Atlantic Swiss, 52-54 High Holborn, Greater London, London, WC1V 6RB

About us

Atlantic Swiss is a boutique, privately owned independent financial advisory group in London. Offering holistic financial planning to individuals, Atlantic Swiss believes in a service led proposition leading to long term clients and relationships.

Our advisers are backed by an experienced in-house technical support team that carries out in-depth research, ensuring the most suitable plan reviews and recommendations are made.

Atlantic Swiss’ Financial Services department has historically earned its reputation as financial planning specialists for individuals primarily, but not exclusively, in Entertainment and Sport. This side of the business, offers independent financial advice and support for a wide spectrum of talent ranging from Oscar winners, to people just starting out in their chosen field.

Our services

At Atlantic Swiss our focus is the client journey. We want to build strong relationships and help clients reach their short and long term goals, alongside them. We find this is best achieved through an inherent understanding of their situation before imparting our knowledge and expertise to all areas of their financial lives. These areas span investments, savings, pensions, property portfolios and financial protection. Our primary focus is on our clients and helping them secure their financial future.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

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