Partnering with precision, driving innovation
Atlantic Swiss is a leading independent financial advisory and family office based in the United Kingdom. Founded by James Gallimore in the early 2000s, the company has become renowned for its bespoke and personalized approach to wealth management. With a focus on building long-term relationships with clients in the Entertainment, Media, and Sports industries, Atlantic Swiss offers independent and unbiased financial guidance.
1. Financial Planning for Individuals and Businesses
Our dedicated team of financial planning specialists works closely with clients to create comprehensive financial plans that align with their individual goals and aspirations. We cover all aspects of financial life, including investments, savings, pensions, property portfolios, and financial protection.
2. Business Management and Family Office Services
For business owners and entrepreneurs, we offer comprehensive business management services to mitigate financial risks, maximize profitability, and ensure sustainable growth. Our family office services cater to high-net-worth families, providing a holistic approach to wealth management and estate planning.
3. Specialist Financial Support Services
Our experienced mortgage and protection brokers provide tailored financial solutions for clients' specific needs. We work with leading lenders to secure competitive mortgages and insurance coverage.
4. Expertise in Entertainment, Media, and Sport
With extensive experience in the Entertainment, Media, and Sports industries, we understand the unique financial challenges faced by individuals in these fields. Our team of experts works closely with clients to navigate the complexities of wealth building, retirement planning, and international taxation.
5. Holistic Approach to Wealth Management
We believe in taking a holistic approach to wealth management, considering not only financial planning but also other aspects of clients' lives. Our team works with clients to address their financial and personal aspirations, providing guidance on retirement planning, estate planning, and tax optimization.
Overview of Atlantic Swiss Reviews
Atlantic Swiss has received overwhelmingly positive reviews from its clients, with all reviewers awarding the company a 5-star rating.
Client Satisfaction
Clients have expressed their satisfaction with the company's services, praising the outstanding advice, efficiency, and communication provided by the team. They have also appreciated the personal touch and care shown by the company towards its clients.
Key Strengths
Expertise and Knowledge: Reviewers have highlighted the company's expertise and knowledge in handling financial affairs, providing excellent advice and support.
Efficiency and Communication: Atlantic Swiss has been commended for its efficiency and timely communication, keeping clients informed throughout the process.
Personalized Service: Clients have appreciated the personalized service and care shown by the company, with one reviewer describing it as a "brilliant and vibrant institution".
Recommendations
All reviewers have highly recommended Atlantic Swiss, citing their positive experiences with the company.
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