Financial Services
Atkinson Bolton
We are delighted to provide bespoke financial advice through our partnership with Atkinson Bolton Consulting Ltd.
Established in January 2001, Atkinson Bolton Consulting is owned and run by the three Directors; James Bolton, David Thurlow and Simon Gibson who have over sixty years’ combined experience in financial services.
Paul Fisher is an Associate Director with Atkinson Bolton and will be working from Prettys’ Ipswich office, as well as Atkinson Bolton’s Newmarket office. Paul specialises in private client work and has 31 years experience in the financial sector, the past 20 of which has been within East Anglia.
Atkinson Bolton’s clients each have very personal circumstances and it is their understanding of these differing needs that has given them an enviable reputation.
Atkinson Bolton’s Thoroughbred Wealth Management service is designed to assist you in the creation and preservation of your wealth. The service is individual, personalised and bespoke for each client. It works for and with individuals, companies, pension schemes and trusts.
Many of their clients have already successfully created sufficient wealth to enable them and their families to live their lives in financial security. For those clients, the entire focus is on the preservation of their assets.
For those who are not yet in that position, the creation and preservation of wealth sit side by side and they will make sure that all of the appropriate tax allowances are taken into account.
In addition to their private client work, Atkinson Bolton is also expert in the field of employee benefits. Their Real Benefits service is a unique flexible employee benefits communication and management service that will help companies’ employees realise and appreciate the value of their company benefits.
Atkinson Bolton provide some of the best levels of customer service in the financial services profession that was recently rewarded when they received the prestigious New Model Adviser award for the East of England.
If you would like to arrange a no obligation initial consultation with Paul Fisher, please contact 0845 458 1223.
