"The minute you walk into the office of Atherton York you feel an atmosphere of calm, friendly professionalism. Neal Hall and his team provide an exemplary service with a genuine care and clear communication. Neal Hall has been my mother’s financial advisor for many years. We have experienced his superb skills in financial planning for her situation and when we felt overwhelmed with our retirement plans we asked Neal to advise us too. Firstly, Neal is approachable and respond

"I started working with Jean-Michel in March 2022, following a family recommendation for the firm. He has been instrumental in helping me consolidate my pensions and plan for retirement. Jean-Michel is thorough, straightforward, and cuts right through the jargon to lay out the options clearly. I have total confidence letting him steer the strategy. I've followed his advice closely over the years, and I am very happy with the steady growth of my assets. He consistently puts hi

"We can't thank Jean-Michel enough for the advice and support we received throughout the review of our pensions. Although our circumstances were complex, he guided us through every step with patience, professionalism and persistence. His advice helped us improve our pension arrangements and gave us confidence that our retirement plans are now in a much stronger position. Throughout the process, he kept us informed, dealt with everything on our behalf and remained committed to

"I searched for a Financial Advisor when my investments were in a confused state, having been enrolled into company pension schemes by several different employers. Not being particularly wealthy, I was wary of wasting an advisor's time or being treated with a ‘one size fits all’ investment plan that they could easily enact without too much effort. I am confident there are many people for whom these circumstances will resonate. How lucky was I to select Atherton York from my

"My wife and I met Jean-Michel after a recommendation from a business contact. He has been, and still is, helping us with a number of financial matters. Having had a less than ideal experience with a previous financial professional, it has been a breath of fresh air to work with Jean-Michel. His expertise is wholly reassuring and the fact that he has listened to our requirements and is working to meet them, rather than providing an 'off-the-shelf' option which 'might do' is e

"I was recommended Atherton York through a comparison website, and was very fortunate to be recommended Jean-Michel. He has guided me through what I find to be, the opaque world of pensions and providers with integrity, with my needs in mind and with clear concise information. He is personable, understands the need to form a relationship of clarity and trust and has expertly guided me through the process. I have really appreciated his regular communication and way of working.

"As a young professional focused on building my long-term financial security, I’ve found Jean-Michel to be an exceptional advisor. He’s been incredibly helpful in guiding me through the early stages of pension planning and setting up long-term savings strategies that align with my goals. Jean-Michel is always polite, approachable, and has a consistently positive attitude. He takes the time to fully understand my personal circumstances, which means his advice feels both releva

"We have been clients of Atherton York since 2017 and have consistently been impressed by the comprehensive meetings provided. We always...

"I had never felt the need to take professional advice on my personal financial affairs before, but, nearly a year on from stepping down...

"Jean-Michel has provided excellent and sound financial advice to me over the past few years. He has helped me to plan for my retirement...

"Atherton York have been handling my finances very efficiently for several years. I was recently introduced to Neal with a view to arrange my Health and Welfare Power of Attorneys. I found him to be very approachable. He immediately put me at ease and explained the process in simple terms. He was extremely patient, polite and professional. All the paperwork was completed within the timescales he gave us. We have no hesitation in recommending him to family and friends." Suzann

"We have been with Atherton York for over 10 years now. Initially we were managed by Neal and were introduced to Jean-Michel a few years...

"I can whole heartily recommend Jean-Michel to anyone, having his input and knowledge in bringing my pensions and financial position...

"Neal was highly recommended to me and he has certainly lived up to expectations. He gives good, practical advice and always has the...

"Olly Biswas was extremely patient and knowledgeable in helping us rewrite our wills. He took time to talk us through the options and...

"Appointing Neal as our IFA was one of the biggest and best decisions we have made. In our search for a financial adviser, we wanted...

"Highly Recommend Jean-Michel's Advocacy and Financial Expertise I enjoyed working with Jean-Michel Morelli on contesting exit charges...

"We already use Atherton York for our company pension scheme, and are more than pleased in that respect. We needed to have Wills drawn...

"Jean-Michel is a great Financial Planner. He is on top of the latest financial laws and knowledgeable about the best ways to extract the...

"Jean-Michel is a pleasure to work with. It is hard to find good financial advice, especially that takes your specifics and individual...