"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...

"We engaged Jean-Michel in 2023 to review all our investments and pensions and to advise us on our retirement planning. He not only...

"From the onset, Olly has been great at providing clear and down to earth advice in the way I understand - this has been...

"We were recommended by family to see Neal regarding our pensions. The Atherton York team were all welcoming, friendly and helpful. Neal...