18th September 2017

Atlas Financial Planning Ltd

Independent Financial Adviser 19 Sandys Street, Newry, Co Down, BT34 1EN

Atlas Financial Planning Ltd provides impartial, quality, professional advice specific to you and your circumstances.

We can advise you on

Insurance & protection
- Buildings and contents
Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Business
- Group pensions
Tax & trust planning
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Frank Smyth BA (Hons) Dip (PFS)

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

AFPC - Advanced Financial Planning Certificate (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

G10 - Taxation and Trusts (CII)

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

Where to find us

About us

Atlas Financial Planning Ltd offers an impartial, professional service for individual & corporate clients. The main emphasis of the business is to provide quality advice and build long term relationships. We work on a fee or commission basis and always discuss the cost of any advice at our free initial consultation.

Our services

We pride ourselves on building a plan specific to our client, and make every effort to get back to you as soon as possible, keep you informed and communicate with you clearly.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Insurance & protection
- Buildings and contents
Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
Investments
- ISAs
- OEICs
- Unit trusts
Business
- Group pensions
Tax & trust planning
- Taxation planning

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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