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.