Helping you secure your financial future
Established in the early 2000s by James Gallimore, Atlantic Swiss has established itself as a leading Financial Advisor and Family Office for individuals and businesses within the Entertainment, Media & Sports (EMS) industries. Our unwavering focus is on building personalized, long-term relationships with our clients, providing them with bespoke financial guidance and support.
Our Expertise
Our team of experienced professionals offers a comprehensive range of services tailored to the unique financial needs of those working in the entertainment landscape. Our expertise encompasses:
Financial Planning
- Creating tailored financial plans for individuals and businesses.
- Guiding clients in wealth building, savings, pensions, property investments, and financial protection planning.
Sports & Media Entertainment
- Specialized guidance for athletes, musicians, actors, writers, and other entertainment professionals.
- Assistance with contracts, endorsements, and income management.
Business & Entrepreneurs
- Comprehensive financial planning for entrepreneurs and business owners.
- Guidance on wealth diversification and business succession planning.
Global Financial Support
- Expertise in navigating international tax and financial complexities for clients working in multiple jurisdictions.
Holistic Approach
We believe in taking a holistic approach to financial planning, considering all aspects of your financial life to create a tailored and cohesive strategy. This includes:
- Client-centric approach: Understanding your individual goals and aspirations is paramount.
- Long-term perspective: We believe in planning for the future, including retirement and legacy planning.
- Transparency and communication: We believe in open and clear communication to ensure you understand every step of the process.
Our Commitment
At Atlantic Swiss, we consider it an honor to accompany our clients on their financial journey. We are committed to providing exceptional service, personalized attention, and solutions that empower you to achieve your financial goals and secure your future.
Overall Impression
The reviews suggest that Atlantic Swiss has provided exceptional service to its clients, exceeding their expectations in various aspects.
Client Experience
The reviewers have had a seamless and efficient experience with Atlantic Swiss, with timely communication and outstanding advice. They have expressed gratitude for the support and guidance received, which has positively impacted their personal and professional lives.
Key Strengths
- Expertise: Atlantic Swiss has demonstrated exceptional knowledge and understanding of financial affairs, providing invaluable guidance to its clients.
- Efficiency: The company has been praised for its prompt and efficient handling of financial matters, ensuring that clients' needs are met swiftly and effectively.
- Personalized Service: The reviewers have appreciated the personalized attention and care they have received from Atlantic Swiss, highlighting the company's commitment to its clients' well-being.
