Your essential guide to atomos

All together,

together, now

By the time you read this handbook, you should have already seen first-hand that you’re in with a good crowd. As well as being a friendly and down-to-earth bunch of people (if we do say so ourselves), each and every one of us also share big ambitions.

We’re excited to have you helping us achieve ours, and to explain how we’ll help you reach your own personal and professional goals in return.

If you’d like to talk or ask any questions about what’s in this booklet, email us at marketing@atomos.co.uk and we’ll get back to you.

In the meantime, welcome to team atomos!

This booklet has been created to give you an introduction to who we are, what’s important to us as a business, and what we have to offer you.

It’s a distillation of the most important things that define us as a company, so please take a few minutes to read through this booklet and reflect on how you can uphold these ideas and principles in your role.

Our past

atomos is the culmination of several acquisitions made by Sanlam — the largest non-banking services group in Africa — over the past 30 years. The group opened its first international office in London in 1996 and proceeded to invest in high-quality financial planning and investment businesses across the country. Since then, we have continued to grow and cement a strong track record in putting clients first. It was this extensive experience and specialist knowledge that brought investment from Oaktree Capital Management in 2022, beginning the next chapter in our journey.

Our future

Most financial companies are only too happy to pigeonhole themselves. Wealth managers, or financial planners, or tax consultants. With these companies, it’s A or B. They’re one thing, or another. But we don’t box ourselves in like that. Because we believe that people’s financial worlds work best for them when all the different parts work together. So, that’s exactly what we do. We bring elements together. Wealth management and financial wellbeing. Personal and digital service.

Instead of making people choose between options, we offer the best of both worlds. Allowing people to access the services they want in whichever ways suit them best. Delivering unity, simplicity and comprehensiveness, all together, in one.

The way we bring the ‘best of both worlds’ positioning to life is through a simple but powerful brand idea — the power of ‘and’.

And as you’ll see over the next few pages, the power of ‘and’ runs through everything that makes us, us.

The cat among the pigeonholes

and.

Don’t be fooled by its length. It’s the most powerful word in the world.

It empowers us to add and build, to expand and grow. It connects you and I, uniting us in harmony.

It teaches us to keep thinking ahead and looking forward to what’s next.

‘And’ is all you need to bring your complete financial world together in one.

Because you can have big ambitions, and achieve them through small, practical steps.

Financial advice that covers your day-to-day, and your years still to come.

The power of ‘and’ is the power to shape the future on our terms.

And to us, That’s everything.

What we do and how we do it

Let’s cover the basics.

We’re atomos, an advice-led wealth management company. We take a hybrid approach to both what we offer — joined up wealth management, financial planning, and financial wellbeing services; and how we offer it — through a blend of relationship-led and digital services.

By giving people full control of their financial world, on their own terms, through advice-led wealth management, we inspire complete confidence in their long-term financial wellbeing.

Why we do what we do

We believe that wealth management and financial planning isn’t about making graphs soar meteorically skyward or adding zeros to people’s net worth just for the sake of it.

It’s about enriching lives.

It’s about inspiring people to pursue their ambitions and securing the financial resources they need to live the life they want, on their own terms.

Our purpose is about more than money.

Our purpose

Our purpose is to make dreams & financial ambitions reality

“What’s in a name?”

- Shakespeare

When it comes to atomos, quite a lot, actually.

Why ‘atomos’?

Our name combines both the future and the past.

It’s an ancient Greek word that means uncuttable and indivisible. It sounds modern and forward-looking, with connotations of science, innovation and discovery. It’s where the word ‘atom’ comes from.

Our name is ultimately an embodiment of the power of ‘and’ — a union of history, heritage, progress, and forward thinking.

And because we write it in full lowercase, it feels accessible, approachable and down-to-earth. This gives our name real standout in the market.

And the ampersand?

We use the ampersand symbol to represent ‘the power of and’. It’s not our name, and it’s not our logo. It’s simply a typographic and design element that we use in headlines and visual communications to underline the central idea behind our brand: creating unity.

Making our mark in the market

We have a clear vision of what success looks like for our brand. We want to revolutionise how our entire industry serves clients — making finance more accessible, more personal, and more rewarding for all.

But, like every big ambition, it takes practical planning to make it a reality. That’s why we take small steps towards achieving it every day. By regularly checking in with our customers and keeping an eye on how happy they are through NPS satisfaction scores, we ensure we’re always improving our service and building the reputation we want, one customer at a time.

Our vision is to lead the industry in exceptional client service & experience, enriching lives well beyond wealth

Our brand world

Now that you know the key elements of our brand, you should be able to see how all these things come together in our brand’s look and feel.

But what really gives our brand life is more than a set of nice sentiments on posters, or in handbooks, or in emails.

it’s you

A matter of principles

Our brand has to be lived by everyone in our team. What we believe has to be demonstrated, time and time again, through how we act and interact with others in everything we do. That’s what builds emotional connections with our clients, our partners and each other — and it’s what shows that there’s real substance behind our style.

The key principles that we live by are:

Embrace our differences Drive integrity in everything Move to improve

Embrace our differences

We build on collective understanding and diverse perspectives and ideas to bring value to every interaction. We always treat everyone as equals and communicate in simple, human terms.

Key themes: Inclusivity, diversity, openness, collaboration, being yourself.

Drive integrity in everything

Accountability is the bedrock of our business. Everybody – our clients and colleagues – are driven to do the right thing together as a matter of principle.

Key themes: Transparency, honesty, fairness, decency, balance.

Move to improve

We don’t just welcome change, we actively pursue it. We build on our tried and tested ways of working by adopting and adapting new ideas, turning agility into competitive edge.

Key themes: Adaptability, innovation, agility, curiosity, optimisation.

But enough about us. Let’s talk about you.

Our people promise

Our promise to you is to make your career ambitions and progress a reality, together. Because our clients aren’t the only ones that we want to help live their dreams.

These are the six key themes that underpin our people promise. We’ve given a brief overview of what these mean for you in practice here — but you can find more in-depth information about specific employee benefits in our Employee Value Proposition guide.

Standing on principle

We promise to meaningfully enrich your life, and the lives of all our stakeholders, by ensuring our strong purpose and principles are delivered through everything we do.

Positively charging ambition

We promise to support you and hold each other accountable to the highest standards, continuously driving innovation and moving to improve.

Caring for your holistic wellbeing

We promise to lead with compassion and care, supporting you with a diverse range of holistic wellbeing initiatives.

Work with good cause

We promise to support you in building connections and networks across atomos and our stakeholders, to provide a deep sense of belonging within our business and meaningful connections with the wider communities beyond.

Become your best self

We promise that your commitment to our overall success will be repaid in kind through a diverse range of development and progression opportunities tailored to your career goals and aspirations.

Recognising and rewarding your success

We promise to commit to a healthy balance between monetary reward and recognition, and to stay competitive in how we reward strong performance and exemplary talent.

The baton is yours

As you close this booklet, you should have a firm grasp of what we stand for as a company and what change we’re striving to make in the world.

But we can’t do it without you.

We need you to take these beliefs and ideals to heart. And take them even further.

To turn them into action and interaction.

To turn ambition into reality. Your journey is our journey.

So, let’s get started. Welcome to atomos.

atomos is the trading name of both Atomos Investments Limited, (No: 2041819) and Atomos Financial Planning Limited, (No: 3879955). Atomos Investments Limited and Atomos Financial Planning Limited are both authorised and regulated by the Financial Conduct Authority and registered in England and Wales.

Registered offices: Monument Place, 24 Monument Street, London. EC3R 8AJ. AT9025/01.23