Ann-Marie Atkins
Latest Review
Private Client review:
Ann-Marie has taken the reigns to manage the relationship across our trusted adviser network for our family and linked structures. She has challenged, driven and created solutions with varying levels of flexibility and complexity with ease ensuring that all parties /advisers are linked up so our wants and needs over varying timeframes are accounted for with agility and flexibility.
Communication and attention to detail being on point we have been very pleased with all aspects in dealing with Ann-Marie and her team.
19 Jun 2025
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Reviews
Private Client review:
Ann-Marie has taken the reigns to manage the relationship across our trusted adviser network for our family and linked structures. She has challenged, driven and created solutions with varying levels of flexibility and complexity with ease ensuring that all parties /advisers are linked up so our wants and needs over varying timeframes are accounted for with agility and flexibility.
Communication and attention to detail being on point we have been very pleased with all aspects in dealing with Ann-Marie and her team.
19 Jun 2025
Private Client review:
Ann-Marie has worked with the business owners and all trusted advisers where business wealth and personal wealth are linked. She takes the time to gather data, document and follow up ensuring all parties are looped in. She communicates well and understands the complexities of business structures and how they lean in to personal aspects too.
19 Jun 2025
Peer review:
Ann Marie is the single most successful Financial Planner I have ever worked with - her understanding of individual client needs is superb especially when dealing with the complexities of business sales. Not only is she technically at the top of her game she also understands the impact of change on clients lives, their worries and can present to their needs in a language they understand and appreciate - she is without doubt a gifted individual and thoroughly deserves the many accolades she has received.
11 Jun 2025
Peer review:
Citywealth recommended
a s - x
01 Dec 2021
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Top 100 Wealth Management Advisors 2022
