Own a business?

We are a truly integrated wealth business with combined financial planning and wealth management expertise. If, as a business owner or senior executive, you are already working with an accountancy or legal practice, we can work with you both as a trusted team and act as one voice by partnering their expertise with ours. Our experience spans a broad range of unique personal and professional challenges.

Holistic financial planning

atomos can help you protect and grow your wealth; covering tax, pensions, estate planning, family and business protection and cashflow modelling.

Pension planning

We support owners and directors with their own pensions and retirement plans. This can include advice on SIPPs, SSASs and defined benefit pensions as well as holding commercial property within a pension fund.

Investment management

Our investment management team can offer a wide range of investment options to individuals, couples and large families with assets held in different tax structures.

Preparing your business for sale

atomos works with you to create an exit strategy to help maximise the value of your business sale proceeds in a tax efficient manner to give you the retirement you’ve been dreaming of.

Estate planning

We can help clients to mitigate their potential inheritance tax liability and to pass wealth to future generations.