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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 Me

Athelis Financial Ltd was established when it’s Director Callum Hassan accepted an invitation to join St. James’s Place.

As a Partner Practice of St. James’s Place we have the expertise to make clients’ finances understandable by offering expert advice across a wide range of complicated Financial Planning areas ranging from Investment Planning, Retirement Planning, Mortgage planning to protection.

Your home may be repossessed if you do not keep up repayments on your mortgage

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.

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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.

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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.

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