Diana Atkinson Limited

Independent Financial Adviser  Evolution Business Centre, Northallerton, North Yorkshire, DL6 2NQ
First meeting at adviser's own cost
We offer sound independent financial advice to families and small businesses in a friendly and professional manner.
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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Equity release
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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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National savings
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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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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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Diana Atkinson BSc (Hons) Dip PFS
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard
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 <phone number hidden>.

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.

Where to find us
Head office address: Evolution Business Centre, 6 County Business Park, Northallerton, North Yorkshire, DL6 2NQ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 3rd May 2021

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