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

22nd July 2019

We offer sound independent financial advice to families and small businesses in a friendly and professional manner.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Diana Atkinson BSc (Hons) Dip PFS

Director

Qualifications & Accreditations Hide qualifications

R08 - Pensions Update Programme

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

ER1 - Equity Release (CII)

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

R02 - Investment Principles (CII)

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

J01 - Personal Tax (CII)

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.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Accreditations

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.

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.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Mortgage protection
- Next home / Remortgaging
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

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Contact options

Make an enquiry Request
a call back Recommend to a friend

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