Blue Atlas Wealth Limited was formed through the merger of three established financial advisory firms: Arch Financial Planning, Mark J Rees, and Iliffe Roberson. The company operates as a firm of Chartered Financial Planners, a prestigious title that signifies a commitment to high ethical standards and professional competence. Their core mission is to help clients understand their financial options and build a secure future through personalized advice and long-term planning. Services cover all aspects of financial well-being, including retirement planning, investment management, inheritance tax strategies, and protection.

Founded in

United Kingdom