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.