Welcome to Diana Atkinson Limited

Independent Financial Advice

Welcome to Diana Atkinson Limited

Diana Atkinson Limited, established in 2003, take pride in offering easy to understand independent financial advice to individuals, families and small businesses.  Being a highly respected company based in the beautiful countryside of North Yorkshire, we feel we offer a personal and friendly service in a relaxed and professional manner and because of this many of our clients are happy to recommend us to their families and friends.

We service clients in Northallerton, the Dales, County Durham, Teesside, the North Yorkshire Moors and sometimes further afield.

WE OFFER AN INITIAL NO OBLIGATION CONSULTATION AT OUR EXPENSE either at your home or our office in Northallerton.

The areas in which we may be able to help you are as follows:

  • Specialist Advice at and During Retirement
  • Investments and Savings
  • Life and Critical Illness Insurance (Protection)
  • Pensions and Retirement Planning
  • Equity Release
  • Inheritance Tax, Trust and Estate Planning
  • Willwriting and Arranging Powers of Attorney.
  • Care Fees Planning (Long Term Care)

The Mammal Society is a charity advocating science-led mammal conservation, leading efforts to collect and share information on mammals, encourage research to learn more about their ecology, distribution and contribute meaningfully to efforts to conserve them.

Specialising in Financial Advice for the over 50’s
Accredited Member of the Society of Later Life Advisers (SOLLA)

Affiliate Member of the Society of Trust and Estate Practitioners

Associate Member of the Institute of Professional Willwriters

To arrange an appointment in your home or at our office in Northallerton

Please call 01609 882155 or Email di@dianaatkinson.co.uk