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Athelis Financial

Welcome to

Athelis Financial Ltd

We handle all your frustrations by providing Face to Face bespoke financial advice to Individuals, Trustees and Businesses throughout the North of England.

About Us

Our Values

Built on trust. Driven by integrity.

Transparency

We believe you should always understand what is happening with your money and why. We communicate openly, explain things clearly and never hide behind financial jargon.

Efficiency

Your time matters. We aim to make every part of working with us as straightforward and efficient as possible, using our expertise, systems and experience to make the process seamless for you.

We do what we say

Our word matters. If we say we will do something, we do it. We take responsibility, follow through on our commitments and believe that trust is earned through actions, not promises.

Exceptional customer service

We want our clients to feel genuinely looked after. Whether you're making an important financial decision or simply have a question, we're here when you need us. We pride ourselves on being responsive, approachable and willing to go the extra mile.

A different kind of relationship

We don't want to be a company you simply hear from once or twice a year. We want to be the people you can turn to throughout your financial journey, providing clear advice, ongoing support and a level of service you can rely on.

Clear advice. Straightforward communication. Exceptional service.

Exceptional customer service

We want our clients to feel genuinely looked after. Whether you're making an important financial decision or simply have a question, we're here when you need us. We pride ourselves on being responsive, approachable and willing to go the extra mile.

A different kind of relationship

We don't want to be a company you simply hear from once or twice a year. We want to be the people you can turn to throughout your financial journey, providing clear advice, ongoing support and a level of service you can rely on.

About Us

Our Values

Built on trust. Driven by integrity.

Transparency

We believe you should always understand what is happening with your money and why. We communicate openly, explain things clearly and never hide behind financial jargon.

Efficiency

Your time matters. We aim to make every part of working with us as straightforward and efficient as possible, using our expertise, systems and experience to make the process seamless for you.

We do what we say

Our word matters. If we say we will do something, we do it. We take responsibility, follow through on our commitments and believe that trust is earned through actions, not promises.

Clear advice. Straightforward communication. Exceptional service.

Personalised financial planning

Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions.
Every piece of financial advice we give at SJP has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family.

Our charges explained

We believe in clearly setting out our charges so you can understand exactly what to expect from our services.We have separate Advice, Product and Fund charges, so you can see what you pay for each of the services we provide.

Investment planning

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Retirement planning

We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

The Investor magazine

Women and wealth

A growing frontier

Is your money working as hard as you do?

Tax planning

Building good habits around tax planning is an important step toward achieving your long-term financial goals.

Newsletter

Stay up-to-date with the latest industry insights. Enter your email address and register or update your existing email preferences.

Athelis Financial Ltd

4th Floor, 3 Hardman Square, Spinningfields, Manchester, M3 3EB

SJP Approved 01/04/2026

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Athelis Financial Ltd is registered in England and Wales, Number 11630434. Registered Office: 143 London Road, Stockton Heath, Warrington, WA4 6LG.