About us

Neil White DipPFS

Director

Neil is a qualified adviser with over 30 years’ experience in Financial Services. He joined Scottish Mutual in 1983 spending 5 years at their Bristol Office, initially as a trainee and later as a Broker Consultant covering the South West, before leaving to become an Independent Financial Adviser in 1988.

He joined his father's IFA practise in the West Midlands, subsequently moving up to the North East in 1990 to set up a new branch office. This business, which became KWM Consulting Ltd was eventually sold in 2005 to a national firm.

A brief spell there led to the establishment of a new venture when, in January 2007, the Atkinson White Partnership was formed.

As the company's pension transfer specialist, Neil advises both individual and corporate clients on their pension requirements. He also advises clients on their lump sum investment, inheritance tax planning and life assurance needs.

Originally from Birmingham, he is married with two grown up children and enjoys walking his dog, playing squash, golf and following the (mis)fortunes of West Bromwich Albion.


Simon Atkinson DipPFS

Director

Simon is a qualified adviser with 30 years Financial Services experience. He joined Guardian Royal Exchange in 1987 as a broker consultant, before taking up a position as an Independent Financial Adviser with Barclays Insurance Services Ltd in Leeds in 1992.

When Barclays closed its operation in 1997 he joined an IFA firm in Harrogate, where he spent a further 5 years before returning to his home town of Darlington. Here he began working with Neil White in a firm which subsequently became KWM Consulting Ltd, of which he became a Director.

Following the sale of this business in 2005 to a national firm, he felt he could serve the interests of his clients better locally, rather than through this national organisation, and therefore, in conjunction with Neil, decided to set up Atkinson White Partnership in January 2007

Simon advises individuals, corporate and Trust clients on the management of their investments, as well as providing advice on pensions and inheritance tax work.

Simon is married, has three grown up children and enjoys walking his dogs, playing golf, and is a long suffering season ticket holder at Middlesbrough FC.


John Illingworth DipPFS

Financial Adviser

John is a qualified adviser with well over 25 years' experience in financial services. He has extensive pensions and investment knowledge which he has built up over many years working for some of the best known pension and investment companies in the UK.

Originally from Bradford, West Yorkshire he moved to Bristol in 1989 to take up a role as a Broker Consultant with General Accident, before relocating to the North-East in 1994 to assume a similar role with Scottish Life. Subsequent positions with Standard Life, Scottish Widows and latterly with discretionary wealth manager Brewin Dolphin, have helped further develop his knowledge and experience.

Although John advises on a wide range of investment and financial planning issues, he has a particular interest in pensions and is ‘G60’ qualified which allows him to give specialist advice on defined benefit pension transfers and opt-outs.

John is married with two teenage children. He is a keen swimmer and also enjoys playing golf and watching junior football (he is the secretary of his son's team). A Bradford City season ticket holder, he watches their efforts and dreams of better times to come.


Deborah White

Company Secretary

Debbie is our Office Manager and Company Secretary, and joined Atkinson White in October 2008. She has a wealth of experience with over 25 years spent in financial services, ranging from administration roles with major insurance companies, National IFAs and smaller local firms.

Debbie is married to Neil and has worked with him for the majority of this time so knows the working of the business as well as anyone. She, along with another four administrative staff, help to ensure the smooth running of the office and maintain the high standards we have set.


Kath Gray

Line Manager

David Gutteridge

Administrator

Bozena Toczek-Jasinska

Administrator

Andrea Warne

Assistant Administrator

Knowledge Centre

The Atkinson White Partnership Knowledge Centre has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

READ MORE

Get In Touch

Atkinson White Partnership
Regency House, 51 Coniscliffe Road,
Darlington, County Durham DL3 7EH

T: 01325 289400
F: 01325 482035
E: enquiries@atkinsonwhite.co.uk

FANCY A CHAT

Please fill in your details and we will get back to you as soon as we can. Thank you.



Privacy Policy   |   Disclaimer   |   Cookie Policy

© Atkinson White Partnership 2016. The material on the site is the copyright material of Atkinson White Partnership. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Atkinson White Partnership content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Atkinson White Partnership does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Atkinson White Partnership content requires the prior written permission of Atkinson White Partnership.

Atkinson White Partnership is a trading style of Atkinson White Limited.
Registered in England & Wales No 6862095 and is regulated and authorised by the Financial Conduct Authority

Registered Office: Regency House, 51 Coniscliffe Road, Darlington DL3 7EH. Tel: 01325 289400. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. To visit the FCA consumer website - Money Advice Service - please click here

© 2016. All rights reserved. Website design by Goldmine Media

Top