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. Investments or you are requiring a more holistic review of your financial arrangements, we can offer a solution to suit your needs.

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.

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