Atlantic Swiss
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Buy to let
- Buying first home
- Next home / Remortgaging
- Self-employed mortgages
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
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Expatriate finances
- EEA
- Rest of world
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Business
- Group pensions
- Group protection
Atlantic Swiss, 52-54 High Holborn, London, Greater London, WC1V 6RB
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.
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.
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