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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Victoria Atherton

Photo of Victoria Atherton

Wealth Planner

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.

Location: Newcastle

A bit about me:

When I’m not working, I enjoy time with my family, friends and keeping active - whether that’s hiking in the Lake District, sailing in Scotland or taking in a CrossFit class.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Being accountable, doing what I say I will do and carrying a positive, proactive approach to each day.

Contact:

07720593645
View Victoria Atherton's profile on LinkedIn

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.