Atrium Financial Limited

Independent Financial Adviser 10 Harvest Mews, Bradford, West Yorkshire, BD3 0PQ

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

Shape your Future by Planning for it now.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- ISAs
- Socially responsible investments
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Meet our advisers

Noor Uddin

Financial Adviser/Pension Transfer Specialist

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

DipFA - Diploma for Financial Advisers (IFS)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Where to find us

About us

Atrium Financial is a financial advisory business, providing personally tailored financial planning and advice for individuals from all walks of life. We are a newly established business part of the trusted Intrinsic network based in West Yorkshire. Our aim is to differentiate ourselves from the conventional financial advisory firms out there and aim to closely engage with clients throughout their lifelong financial journey.

Our services

We provide financial planning and advice to individuals and businesses alike about their long-term financial goals and objectives. We offer a wide range of financial products carefully researched by our specialist to ensure we find what is right for you. We provide expert advice on Pensions, Savings & Investments and Protection planning.

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

How is Atrium Financial Different?
Firstly it is in our attitude to be different.

- Personally tailored service
- Professional
- Pro-active approach to achieve client goals.

Compliance

Atrium Financial Limited is an Appointed Representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

We can advise you on

Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Small business
Investments
- Ethical investments
- Investing for income
- ISAs
- Socially responsible investments
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£20,000

Compliance

Contact options

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