ABOUT US

Situated in the heart of London, Mayfair, Atlantic Financials is an investment advisory firm for professional and institutional clients authorised and regulated by the Financial Conduct Authority.

Atlantic Financials creates and captures value for its clients by acting as a ‘one-stop shop’ for investment solutions. As an independent owned business, we understand the importance of a personalised approach.

Since it was founded in 2018, Atlantic Financials has grown steadily thanks to our clients' trust and our uncompromising focus on providing personalised and transparent advice. We have built our reputation upon three pillars: transparency, integrity and trust.

Bringing together the intelligence and resources of a global advisory firm with the bespoke service of a boutique.

Our approach

Client Focus

The only good solution is the one meeting our client’s goals. We strive to learn their long-term goals and objectives and we are nimble and proactive in their pursuit

Our firm is independently owned and not tied to in-house products, so our loyalty belongs exclusively to our clients. We uncover opportunities by conducting our own in-depth research at the firm level.

Independent

Comprehensive

Markets and circumstances change. We take a comprehensive approach when assessing and advising clients to ensure that their requirements are consistently monitored and met by personalised solutions.

We partner with best in class asset managers and issuer banks. It helps us generate forward-looking insights that position our investment advices ahead of a changing world, rather than reacting to it.