James Atkinson
Financial Adviser
FCA reference number: JTA01030
I enjoy working with a diverse range of individuals, families, businesses and trustees, helping them navigate their financial journey through careful financial planning. The financial advice I provide includes retirement planning, investment planning, long-term care funding and inheritance tax mitigation.
With over 14 years of experience within the industry I have worked in a number of roles across Hargreaves Lansdown before focussing on providing advice in 2015. As well as a chartered financial planner, I am an affiliate member of STEP (Society of Trust and Estate Practitioners).
I enjoy working with a diverse range of individuals, families, businesses and trustees, helping them navigate their financial journey through careful financial planning. The financial advice I provide includes retirement planning, investment planning, long-term care funding and inheritance tax mitigation.
With over 14 years of experience within the industry I have worked in a number of roles across Hargreaves Lansdown before focussing on providing advice in 2015. As well as a chartered financial planner, I am an affiliate member of STEP (Society of Trust and Estate Practitioners).
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Fellow of the Personal Finance Society
- Award in Long-Term Care
- STEP Certificate for Financial Services – Trusts and Estate Planning
Region and method of advice
I am flexible and can offer meetings in-person or remotely by phone or video call to accommodate diverse preferences and locations. I'm based in Bristol and primarily meet clients in the HL offices in Bristol, BS1 5HL. Although I periodically travel to Northern cities such as Leeds and York, as well as to London for face-to-face meetings.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
I am flexible and can offer meetings in-person or remotely by phone or video call to accommodate diverse preferences and locations. I'm based in Bristol and primarily meet clients in the HL offices in Bristol, BS1 5HL. Although I periodically travel to Northern cities such as Leeds and York, as well as to London for face-to-face meetings.
Approach and experience
I take a flexible approach and will tailor this around you. We start with you, it is important that I understand your circumstances, future plans, views towards risk, tax position and priorities. We will then explore what actions you can take to improve your position and address any areas of concern.
Typically, we will undertake a number of meetings, allowing time to cover complex areas, for both you and I to reflect and for me to provide both summaries and analysis where appropriate.
Once we have agreed the nature of the advice you would like me to provide, whether that be holistic or more specific, I will provide my advice in a written report detailing my recommendations. In arriving at my conclusions, I will be able to utilise a number of tools such as cash flow modelling to help arrive at the right outcome. We will then go through my advice together and once you are comfortable I will help you implement the agreed plan.
This is the 2nd time James has advised me and I really appreciate the quality of the advice he provided on both occasions. James is thorough, responsive and always helpful. On this occasion he was helping me to prepare for my planned retirement sometime next year. In particular, he helped me take out an annuity and managed it through the completion process. It was bound up with my application for a retirement interest only mortgage from Leeds Permanent and the new annuity was an important element of proving my income, once I have retired.
I would always recommend James as an adviser. I also appreciate the overall service provided by HL.
Mr Walker
Personal interests
Outside of the office I love to travel and explore new places, when I am able to get away. I enjoy getting outside and try and keep healthy by walking the dog as well as running and cycling. To unwind I enjoy watching the rugby with friends, reading a good book or listening to a podcast.
Insights
Gifting to save inheritance tax – level up your plans
Financial Adviser, James Atkinson gives his top tips for navigating inheritance tax and gifting rules.
Financial Planning for New Grandparents: Securing Your Legacy
Becoming a grandparent is a cherished milestone for many. Along with the joy of welcoming new grandchildren comes the opportunity of supporting their financial well-being and leaving a lasting impact on future generations, securing your legacy for years to come.