Victoria Atherton
Wealth Planner
About Victoria
I specialise in providing financial advice to individuals and their families by helping grow and protect their wealth. This includes saving for the future, investing following the receipt of an inheritance or windfall and making important decisions at, or approaching retirement. I assess and review my clients’ goals, vision and financial position whilst considering the relevant areas of investment risk and tax.
I also work in partnership with other professional advisors, such as accountants and solicitors, to ensure a seamless and holistic approach in navigating clients through each step of their financial planning journey. I translate complex financial jargon into easily understandable concepts and in doing so, my clients are able to make informed decisions and achieve their financial freedom.