About the company
Diana Atkinson Limited was established in 2003 to provide straightforward
independent financial advice to individuals, families and small businesses. We
feel we are special because we have built our business mainly on referrals from
clients who have been happy to recommend us to their family and friends.
We hope that you also will like our
friendly yet professional approach.
How we work with you
Whether you are looking for financial
advice on one issue e.g. Life Assurance or you are requiring a more holistic
review of your financial arrangements, we can offer a solution to suit your
The Financial Planning Process usually
consists of four stages:
- Initial meeting – at our expense
- A financial review and a recommendation
- Implementation of the recommendation
- On-going care and advice through our on-going Management
Service if appropriate.
How we charge for what we do
The initial meeting is free of charge and
gives you a chance to ask questions.
We establish the areas where advice is
required, the charge is dependent upon this and can be found in our “Client
Agreement” and “Service Proposition and Engagement” documents. We will agree
this with you before we start any work for you.
Please contact us to discuss this further.