Atlas Financial Group
Good morning
Your financial planning dashboard
Active clients
2
On financial plan
Total AUM
£3.2M+
Across all plans
Last updated
Apr 2026
Current tax year
Client financial plans
Garth Gray
Retirement Planning · RL360 PIMS
Portfolio: £1,673,001Reviewed: Mar 2026
● Active→
Godfrey
Financial Planning
Portfolio: On fileReviewed: 2025
● Active→
To add a new client financial plan, build their dashboard and link it here. Contact Olaf to set up new client access.
Coming soon
📊
Live financial planning tools
Income projections, growth scenarios, tax calculators and retirement modelling — all connected to client data from the CRM. Coming in the next build.
Your financial plan