Welcome to Diana Atkinson Limited

Independent Financial Advisers

Our mission is to provide our clients with the very best financial advice.

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

 

 

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 Will Writers.

SOLLA has established a Code of Practise for Retirement Advice Standard holders so you can be clear about what to expect of the services provided.

SOLLA aims to meet the needs of people seeking advice about later life issues including retirement and pensions.

 

Financial planning involves reflecting on what it is that you really want from life, your dreams and ambitions and creating a financial solution to help you achieve this.


“Diana was very professional in every aspect of advice and put me at ease. Nothing I asked was a problem and I would recommend her company to anyone” Mrs S. King – Richmond

“I have known Diana for a number of years and she has always been professional, friendly, well informed and I trust her with my
finances” Mr R. Inman – Stockton on Tees

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)
  • Environmental, Social and Governance Investing

 

We are proud to support the Mammal Society which 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.

We would love to hear from you.

Contact us today on 01609 882155

For an initial no obligation consultation at our expense either at your home or our office in Northallerton