Atkinson Bolton Consulting
Founded in 2001, Atkinson Bolton Consulting has been delivering a quality service to individuals and employers for 10 years. The company now has over 40 staff at our offices in Newmarket.
We take a true independent stance and only select the best in terms of investment, pension and benefits providers, with the emphasis on client service and delivery. We have structured our services to be flexible and responsive to the differing needs of our clients.
Regulated by the Financial Services Authority (FSA), we believe passionately in providing world class service at every contact point.
Proud to be Chartered
We were among the earliest holders of The Chartered Insurance Institute's (CII) prestigious 'Chartered Financial Planners' title in the Eastern region. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Securing Chartered Financial Planners status is a signal of our commitment to the highest levels of service to our clients.
Visualising the future our client's desire can be exciting and challenging. Their financial security may require management of assets, tax mitigation, retirement and inheritance planning. We will work with our clients to design a tailored solution giving them and their loved ones comfort both now and in the future.
Employee Benefit Packages
With experience in the design, communication and management of implementing Employee Benefit, Total Reward and Flexible Benefit schemes, we build long term relationships with our clients resulting in a fully tailored, bespoke solution for companies and their employees.
Clients personally tailored financial plan can include; Education Fees Planning, Financial Security/Risk Management, Retirement Management, Care Fees Planning, Estate Protection, Individual Wealth Management and more... Our award winning team talks through clients hopes and aspirations to design and then create tailored plans.