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Who We Are


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Who We Are


Who We Are


When James Gallimore founded Atlantic Swiss in the early 2000s, his philosophy was to build long-term relationships with his entertainment clients and give them a bespoke personal service. Since then, Atlantic Swiss has offered a unique service to help people achieve their financial goals.


Atlantic Swiss has become one of the UK’s premier Financial Advisers and Family Offices for individuals and businesses involved with the Entertainment, Media & Sports industries, giving genuine impartial and unbiased advice. 

During this time we are proud that we have remained a privately owned independent company. Specialist departments have been formed to enhance our clients’ journey and to give them the time and expertise they need. The departments have been split into:

FCA regulated:

  • Atlantic Swiss Financial Services – Exclusively independent financial and investment planning
  • AS Financial – One of the UK’s leading mortgage brokers

Non-FCA regulated:

  • Atlantic Swiss Agency – The dedicated Family Office looking after all personal and business interests

We also work closely with US Investment Managers, Accountants and Lawyers for our clients that have lives and careers on both sides of the Atlantic. Our international scope also expands to Asia and Europe.


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Financial Services


Financial Services


Atlantic Swiss Financial Services


 
 

Atlantic Swiss’ Financial Services department has historically earned its reputation as financial planning specialists for individuals primarily, but not exclusively, in Entertainment and Sport. This regulated side of the business, offers independent financial advice and support for a wide spectrum of talent ranging from Oscar winners, to people just starting out in their chosen field.

Our focus is the client journey. We want to build strong relationships and help clients reach their short and long term goals, alongside them. We find this is best achieved through an inherent understanding of their situation before imparting our knowledge and expertise to all areas of their financial lives. These areas span investments, savings, pensions, property portfolios and financial protection. Our primary focus is on our clients and helping them secure their financial future.

Clients will also have access to the fantastic relationships we have established with some of the top names in property, law and accountancy, to name a few. Utilising these relationships can enhance our clients' financial efficiency further. Our belief is that everyone, especially in the world of Entertainment and Sport, needs to have the right people around them to succeed financially.

Our advisers are backed by an experienced in-house technical support team that carries out in-depth research, ensuring the most suitable plan reviews and recommendations are made.


CRAIG BELL - Senior Partner & Adviser

With over a decade of experience, Craig is the senior partner in charge of the financial services department. As well as overseeing the team of advisers and technical support, he specialises in dealing with some of the top names in media and entertainment.

 

ALEX CARLISLE - Partner & Adviser

Having been at Atlantic Swiss for over 7 years, Alex has a wealth of knowledge in the world of personal finance. With a number of UK/US clients, he has an in-depth understanding of the complexities involved with dealing with client's finances on both sides of the Atlantic.

 

FREDDIE KIRCHNER - Partner & Adviser

Freddie joined Atlantic Swiss in 2010 and specialises in investment and tax planning. He is an experienced adviser acting for a large range of media and entertainment clients, offering expertise in portfolio management, investment structures and tax efficiency.

 

JARYD McCORMACK - Partner & Adviser

Jaryd specialises in pensions and investments, making him a valuable part of your team when building for the future. He prides himself on his client relationships, helping clients in Sports and Entertainment through all stages of their life to achieve their financial goals.

 

NEIL AVERY - Partner & Adviser

With over 25 years experience, Neil builds strong, long-term relationships with both clients and professional connections. He specialises in holistic advice for individuals and companies, predominantly from creative and media industries, including Music, Theatre, Television and Entertainment.


Atlantic Swiss Financial Services is a trading style of ASFC LLP and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales at High Holborn House, 52-54 High Holborn, London, WC1V 6RB. Company No. OC352076. For further information, please visit our 'ASFC Terms & Contidions' page.

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Atlantic Swiss Agency


Atlantic Swiss Agency


Atlantic Swiss Agency


 
 

Atlantic Swiss Agency (ASA) provides bespoke financial support for individuals and businesses, offering a wide range of service options tailored to meet specific needs. By processing clients' financial information efficiently and quickly, we are able to inform clients of their TRUE financial standing on a weekly, monthly or quarterly basis. We also coordinate clients' personal cash flow by producing forecasted spending, expenditure and income trends which enables clients to predict their financial future planning needs efficiently. By coordinating the financial reporting with agents, accountants and financial advisers, our clients have the confidence of knowing the full extent of their financial security. These range from:

  • Family Office & Entertainment Financial Agents
  • Traditional bookkeeping services
  • Bill paying services
  • Invoicing and payment collection
  • Financial reporting on a weekly, monthly or quarterly basis to both clients and their accountants
  • Supplier fee negotiation
  • Expenditure monitoring and cash flow forecasting
  • VAT - registration, preparation, submission and payment follow up
  • Property renovation & build budget management
  • Full independent personal financial audit on all assets, investments & holdings

JAMES GALLIMORE - Senior Partner & Financial Agent

James is a Senior Partner and the Founder of Atlantic Swiss. Working in the US and UK markets, James is the Personal Financial Agent and Business Manager for a number of the group's international artists. As well as looking after established artists, James works closely with the development of new talent.

 

ELLEN DURKIN - Business & Project Manager

As our Business & Project Manager, Ellen is responsible for maintaining the important relationships that we have with our clients on a day to day basis. She provides a personal service for both new businesses and individual clients to ensure that  their affairs are run smoothly and efficiently. 


Atlantic Swiss Agency is a trading style of ASA (International) LLP and is not authorised or regulated by the Financial Conduct Authority. Our Opinions should not be considered as financial advice. Registered in England and Wales at High Holborn House, 52-54 High Holborn, London, WC1V 6RB. Company No. OC395822.

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Mortgages


Mortgages


Mortgages


 
 

AS Financial is in the top 2% of independent mortgage brokers nationwide. This means that we have access to specialist lenders and exclusives from the high street, allowing our clients to get a great service and great rate.

With AS Financial you will not just get your mortgage application processed efficiently, you will also have access to a professional suite of mortgage experts and an expert progressing team who work together to help you purchase your property.

We are proud to be a new breed of mortgage advisory business, with a professional offering, friendly staff and advice focused corporate ethos. For more information, please visit AS Financial's website.


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The Studio


The Studio


The Studio


Set in the heart of Holborn, the studio offers a dedicated writing, recording and rehearsal space for individuals and groups.  The Studio is available 24/7 all year round and comes loaded with digital mixing desk, side fills, monitor wedges, drum fill, CD player, EQ rack, reverb unit and a set of mics, stands and leads.       

Qualified audio personnel are available on site to ensure that the studio is provided with microphones, DI's, cabling etc, and that the mixing console is set-up to match each clients requirements.

The Studio is owned independently of Atlantic Swiss.  However we are more than pleased to recommend it to clients and friends of the company as a great place to create and produce music.

For booking queries, Atlantic Swiss are happy to pass on your request for information to the owners. If you have an enquiry, please complete your details to the right, send an email to kirstie@atlanticswiss.com or give us a call on +44 (0)3706 260 250. 

Please note: Atlantic Swiss does not act in any capacity for the Studio or its owners and does not take any responsibility relating to the services it provides.

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Contact Us


Contact Us


Contact Us


Address:
Atlantic Swiss
High Holborn House
52-54 High Holborn
London
WC1V 6RB
United Kingdom

Telephone:
+44 (0)3706 260 250

Facsmile:
+44 (0)3706 260 255

Email:
mailroom@atlanticswiss.com

 
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