Diana Atkinson Limited

Independent Financial Adviser Moatside, Deighton, Northallerton, North Yorkshire, DL6 2SJ
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
20th August 2018
We offer sound independent financial advice to families and small businesses in a friendly and professional manner.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Diana Atkinson BSc (Hons) Dip PFS
Director
Accreditations
Later Life Accredited Adviser Retirement advice standard Care advice standard
Where to find us
About us

Diana Atkinson Limited believe in offering sound independent financial advice. Being a small company we feel that we can offer a more personal and friendly service. The business has grown through clients being happy to recommend us to their family and friends.

Many female clients in particular feel more comfortable discussing important financial issues with another female.

We take time to listen to what it is that you really want and give recommendations that are easy to understand.

So if you feel our relaxed yet professional approach is right for you, please ring .

Our services

Diana Atkinson Limited is a well established company that has built up a good reputation providing independent financial advice to individuals, families and small businesses.

We pride ourselves on our commitment to provide a professional service in a friendly and relaxed manner.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

YOUR HOME MAY BE AT RISK IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we would estimate that it will be £195.
TO UNDERSTAND THE FEATURES AND RISKS OF EQUITY RELEASE ASK US FOR A PERSONALISED ILLUSTRATION.

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