Diana Atkinson Limited

Independent Financial Adviser Moatside, Deighton, Northallerton, North Yorkshire, DL6 2SJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We offer sound independent financial advice to families and small businesses in a friendly and professional manner.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Diana Atkinson BSc (Hons) Dip PFS
Director
Accreditations
Retirement advice standard Later Life Accredited Adviser Care advice standard
Where to find us

Moatside, Deighton, Northallerton, North Yorkshire, DL6 2SJ

Make an enquiry
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)
£50,000
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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