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, South Durham, Teesside and the North York Moors.
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)
- Specialist Financial Advice for the Elderly
Our Economic and Human ---
Wellbeing Depends on Nature. -
If you would like to know more about our Cash Savings Management Service, please contact us.
Accredited Member of the Society of Later Life Advisers (SOLLA)
To arrange an appointment please call 01609 882155 or email email@example.com
Affiliate Member of the Society of Trust and Estate Practitioners
Associate Member of the Institute of Professional Willwriters
To understand the features and risks of an Equity Release product, ask for a personalised illustration.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
A TYPICAL FEE FOR MORTGAGE ADVICE IS £195.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Will Writing, Power of Attorney's and some forms of Estate Planning and Mortgages.