Atwal Wealth Management

Independent Financial Adviser  Rochester, Rochester, ME1 1LX
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FCA authorised
Last authorised 16th November 2020
I offer diligent and careful protection of your hard earned money. What can I do to help?
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Harpreet Atwal Dip Fa, Bsc. Hons
Financial Advisor
About us

We are a wealth management firm working in the main with business owners and retired individuals. The business was established in 2003. Our mission is to grow and protect your wealth financially. We also work to ensure we are growing your emotional and physical well being. We do this through our whole approach to financial planning. We don`t just look at the numbers. We get to know you, your family and your clear goals. We have 100% client retention and I believe this is down to the completely different way we approach financial planning.

We are able to advise on every aspect of financial planning, be it personal or business related.
We have have developed our own model of wealth planning- Atwal Wealth Hierarchy of Needs. All our advice is based on our strategy using this model, this allows for easier understanding of what can sometimes be a complex area.

Most importantly, we ensure we achieve your financial goals, we explain all choices carefully and ensure every client is supported long term with regular contact and email/ telephone support.

Our services

The area we excel is in tidying up an individual`s financial affairs and ensuring they have adequate and safe income in retirement. We build a robust and great long term plan with clients. We excel in pension and investment amalgamation, tidying up and most importantly getting better value for money in your investments. We have this down to a slick process and can within weeks produce a comprehensive report showing you what you are paying, your returns/ charges and any opportunities for improvement. If we don`t find any areas we will tell you.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Rochester, Rochester, ME1 1LX

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