Atkinson Smith is an established Independent Financial Advisors and Planners offering a modern service with traditional values. At the heart of our service is our commitment to providing clear, friendly and knowledgeable advice aimed at developing lasting relationships with our clients.

Atkinson Smith has over 30 years of experience and is now one of the largest independent financial planners and risk managers in the Yorkshire, with in excess of 2000 clients and £60 million pounds worth of money under management.

As a company we have always been committed to giving our clients the benefit of independent financial advice and we continue to be independently authorised through the Financial Services Authority (FSA).

We provide a wide range of financial solutions to both businesses and high net worth individuals, building our reputation on ongoing services to clients, adapting our recommendations for their ever-changing needs and circumstances. To retain clients’ trust and loyalty we aim to deliver a first class service from the initial advice provided by the adviser to the ongoing commitment to service from them and the highly qualified support staff in the office. All staff receive ongoing professional support and training to keep them up to date with the latest financial services industry regulations and to maintain their continuing professional development.

Remuneration is also flexible and adaptable to the clients needs, we are happy to work on a fee basis or on commission or a combination of the two. This is discussed and agreed prior to any transactions and we aim to provide a transparent and logical process in all our communications.

Atkinson Smith is part of the IF Alliance, a close affiliation of highly professional independent financial planning firms who have come together to share ideas, resources and design products which have been negotiated with major institutions to meet the specific needs of clients.

The Management and Advisory Team are all highly qualified and capable individuals with many years of experience and expertise in all aspects of financial planning, taxation and pensions.