Scott Atkinson

Managing Director & Chartered Financial Planner

Work

Scott has 32 years in the sector under his belt, with 26 of those years spent as a planner. He joined a financial advisory firm by chance aged 16 and knew early on he wanted to be a planner. He loves working with clients, getting to know what their goals and concerns are, and showing them how to use their wealth.

Specialising in cashflow modelling, Scott helps clients to visualise their short and long-term financial future and empowers them to spend with knowledge.

Qualifications

Statement of Professional Standing

FCA Register

Accreditations

Rest and play

Scott is married with three wonderful children – his family is his everything! Away from the office, he loves to travel – whether that be in the sun or on the slopes!

Scott is an avid (yet frustrated!) Tottenham fan and an aviation enthusiast. His favourite film? It would have to be Top Gun!

We asked Scott...

Your proudest moment as a Financial Planner is:

Buying gpfm from Gerald Pepper who trained me, and getting the business to where it is today. Professionally, helping hundreds of people achieve their goals.

The three things you love most about your job are:

The variety of the people I meet and learning their stories. Empowering them to make good financial decisions and helping people navigate life events.

Your favourite holiday destination?

Barbados

The first album you bought?

Out of the Blue by Debbie Gibson (did I really just admit to that?)

If you could be any fictional character, who would you be?

James Bond

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Scott Shadwell

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Sheila Kehoe

Client Services Manager

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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