What We Do
and
Why It Works
​At Atram Wealth, our mission is to provide clear, independent financial planning that gives our clients confidence at every stage of life. We specialise in helping people over 55 make the right choices for retirement — from investment management to income planning and annuities — while ensuring their wider financial goals are protected. As a boutique firm, we deliver personal service, impartial advice, and tailored strategies designed to secure both today and tomorrow
Warm, jargon-free coaching: Understandable advice, not financial mumbo-jumbo.
Empathy meets expertise: A decade of experience delivered human-first.
Flexible support: From one step to the full roadmap.
Safe, nonjudgmental space: Ask anything. We figure it out together.
Alexa Y
​I came to Atram Wealth completely overwhelmed after my divorce. Irina didn’t just give advice, she gave me clarity and calm. For the first time in months, I felt in control of my finances and my future.
Morgan J
​Buying my first home felt impossible until I spoke with Irina. She broke everything down without jargon, step by step. Within weeks, I had a savings plan, confidence, and the courage to finally make my dream a reality.
Lisa D
​I was anxious about retirement and had no clear plan. Irina helped me map everything simply and realistically. I now understand my finances, know my options, and feel excited instead of scared about what comes next
Why Choose Us
Tailored Solutions
Our personalised consulting services ensure each client receives attention and solutions tailored to their unique financial situations, helping you achieve your goals effectively.
Integrity
Trusted Advisors
We prioritise honesty and transparency in all our dealings, ensuring you can trust us with your financial future.
Expertise
Experienced Professionals
Our team consists of seasoned experts in finance, ready to guide you through every step of your wealth-building journey.
Support