A 21st-century strategic collaboration

The Atla Group is a strategic development between Browne Craine & Co, Harding Lewis, Peregrine Corporate Services and Fedelta Pensions, which brings together over 130 years of heritage to provide a suite of financial services and solutions for its valued client base.

Its name – taken from Norse mythology – celebrates Atla, the Goddess of Water, a name that has been historically used when describing the characteristics of the sea, the symbolism of water and their universal undertones of clarity and simplicity.

It is these characteristics that the Atla Group strives to bring to their clients’ personal and professional lives.

‘The formation of the Atla Group has enabled us to leverage five key service lines that will continue the hard work synonymous with all four firms,’ said Martin Hall, director within the Atla Group. ‘A diverse and encompassing service offering that includes accountancy and bookkeeping, audit and assurance, advisory, fiduciary services, and retirement solutions puts us in a strong position to not only build a strong future for the Group but offer a complete toolkit to support our clients’ future too.’

ACCOUNTANCY & BOOKKEEPING

Whether a local start-up or an empire-building entrepreneur, every business requires a baseline of accountancy, bookkeeping and tax solutions, be it monthly management accounts, or the preparation of tax returns, and as a firm of Chartered Accountants, Atla Accountancy Services takes great pride in its team adhering to the highest standards of practice.

Great bookkeeping is the backbone of any successful business. The Atla Group’s combined expertise and knowledge enable any business to manage its corporate obligations successfully and easily, irrespective of size.

ADVISORY

With the modern business landscape constantly evolving, it’s comforting to know that there is someone by your side to guide you through the regulatory and technical obligations concomitant with running a business. With the Atla Group’s significant local and cross-border reach their senior-led services naturally lend themselves to excellence in corporate advisory support.

Supporting businesses through various situations, including underperformance to growth and optimisation, the Group can recommend pragmatic strategy delivery and operational efficiency improvements through cutting edge ideas, target operating models, and data analytic solutions.

AUDIT

Audits can provide independence and diligence that ensure clarity, simplicity, and confidence across the company at every level, and in the ever-evolving business environment, audit requirements must add value to facilitate and promote investment and growth for a client’s business.

From statutory and non-statutory audit services, the Atla Group has developed procedures that can be tailored to meet a company’s needs. Its audit planning and strategy are risk-focused and bespoke to each of its clients’ needs to reflect the specific operational, regulatory, and financial risks they face. Audits aren’t a one-size-fits-all proposition, and creating procedures that are custom to each client is an essential offering in Atla Group’s suite of audit solutions.

FIDUCIARY SERVICES

Fiduciary services play a vital role in the succession plans for wealth accumulated by individuals and everyday companies, and Atla Fiduciaries Limited prides itself on offering a complete and diverse range of services.

Working with clients and intermediaries, its suite of fiduciary services offers everything from solutions for those looking to navigate the complexities of wealth safeguarding and administration to rudimentary business practices, including re-domiciliation and company dissolution/liquidation.

The Atla Group’s fiduciary expertise range from being industry leaders, long-standing qualified accountants and trust and estate practitioners. They give the utmost care and attention to clients under their control, and in their appointed capacity as directors and trustees, they ensure they provide every one of their clients added value through expertise, diligence, and governance.

RETIREMENT SOLUTIONS

Pension planning is a critical element in any financial arrangement, and the Atla Group’s network of advisors ensures the highest standard of choice backed up by exceptional client servicing.

Pensions are a specialised area of financial planning, and legislative, geopolitical, and economic changes can affect global retirement solutions. With this in mind, Atla Retirement Solutions Limited  offers unrivalled services for both local and international clients, providing trusted advice when dealing with multi-jurisdictional pensions challenges. Their global expertise allows them to provide comprehensive and integrated solutions, irrespective of how large or small a clients’ needs are.

To see how the Atla Group can help you grow, manage, and preserve all facets of your financial affairs through cross-border resources and expertise-led solutions, please get in touch here or email hello@atla.im.

To view the original article as featured in Portfolio magazine please click here.

Atla Retirement Solutions Limited is registered with the Isle of Man Financial Services Authority as a professional Retirement Benefits Schemes Administrator.

Atla Fiduciaries Limited is licenced by the Isle of Man Financial Services Authority

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