Google Rating
5.0

Helping Clients Reach Their Short And Long Term Goals

our sister company

Atlantic Swiss Group

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 individuals.

Our focus is the client journey. We want to build strong relationships and help clients reach their short and long term goals, 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.

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.

Why Choose Us

Our Mission

We Do It Differently

Mortgage and protection advice should be clear, empowering, and tailored to you. Every adviser is qualified to the highest standards, focused on giving you advice that simplifies the complex, not overwhelms it.

To Be The Best of the Best

We use smart technology to make your mortgage or protection journey faster, smoother, and clearer, but you’ll always have a real expert by your side, supporting you personally.

Your Goals, Our Mission

You’re not just securing a mortgage or a policy, you’re achieving a life goal. From the first conversation to the final paperwork, we’re here to support your ambitions with genuine expertise and transparency.

Services

Our Mortgage Products

Discover our comprehensive range of mortgage services designed to cater to the needs of each of our customers