Neal provided Hannah with practical advice which perfectly suited her needs.
"Neal was highly recommended to me and he has certainly lived up to expectations. He gives good, practical advice and always has the...
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athertonyork
Jul 91 min read
Olly was extremely patient and knowledgeable when helping Geoff & Ruth rewrite their wills.
"Olly Biswas was extremely patient and knowledgeable in helping us rewrite our wills. He took time to talk us through the options and...
7 views0 comments
athertonyork
May 311 min read
Jas & Sue found Neal to be someone they could trust with their finances and future.
"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...
11 views0 comments
athertonyork
May 311 min read
Jean-Michel's expert guidance and negotiation skills enabled Vinnie to achieve a positive outcome.
"Highly Recommend Jean-Michel's Advocacy and Financial Expertise I enjoyed working with Jean-Michel Morelli on contesting exit charges...
12 views0 comments
athertonyork
May 131 min read
Olly guided Justin & Christina through everything they needed to know in a very professional and friendly way.
"We already use Atherton York for our company pension scheme, and are more than pleased in that respect. We needed to have Wills drawn...
4 views0 comments
athertonyork
Apr 301 min read
Jean-Michel displayed great financial knowledge in a friendly and patient manner.
"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...
6 views0 comments
athertonyork
Apr 301 min read
Aliya's financial situation was carefully considered and her options were presented in a clear and effective manner.
"Jean-Michel is a pleasure to work with. It is hard to find good financial advice, especially that takes your specifics and individual...
3 views0 comments
athertonyork
Apr 171 min read
Jean-Michel patiently answered Hilary's numerous questions and provided clear, jargon free advice.
"We engaged Jean-Michel in 2023 to review all our investments and pensions and to advise us on our retirement planning. He not only...
6 views0 comments
athertonyork
Apr 171 min read
Des believes Olly's wealth of experience and conscientious approach was invaluable.
"From the onset, Olly has been great at providing clear and down to earth advice in the way I understand - this has been...
4 views0 comments
athertonyork
Apr 121 min read
Neal is very approachable, highly professional and extremely knowledgeable.
"We were recommended by family to see Neal regarding our pensions. The Atherton York team were all welcoming, friendly and helpful. Neal...
10 views0 comments
athertonyork
Feb 61 min read
Rob was impressed by Neal's thorough, down to earth approach, and the genuine interest shown in Rob's personal goals.
"It’s been a pleasure working with Neal since I first contacted him 10 years ago to ask for help with consolidating the three pension...
17 views0 comments
athertonyork
Oct 17, 20231 min read
Ana trusts Neal's experienced, professional judgement and feels in very safe hands.
"Neal is extremely professional. In all our meetings, he is always prepared to the most minute detail whilst being consistently punctual....
14 views0 comments
athertonyork
Jun 29, 20231 min read
Nirja is grateful for our pension and retirement recommendations which were easy to understand.
“I have been very happy with the advice and service I have received from Jean-Michel on my pensions and retirement planning. His report...
11 views0 comments
athertonyork
Jun 12, 20231 min read
Alice was offered simple but effective advice with thorough plans for early retirement.
"Jean-Michel has been fantastic to work with. He’s been professional, thorough, prompt and adaptable. He considered all our needs and...
8 views0 comments
athertonyork
Jun 6, 20231 min read
Jean-Michel displayed expert knowledge, advice, and a genuine desire to understand my needs.
"I couldn't recommend Jean-Michel more. Expert knowledge, advice, patience and a genuine want to understand me and my family situation....
21 views0 comments
athertonyork
Jun 6, 20231 min read
Tamara was given the confidence to take a more active role in her financial future.
“Going to see Atherton York was a bit of a revelation for me. Until now I had avoided thinking about my finances as it's not an area in...
22 views0 comments
athertonyork
Jun 6, 20231 min read
Jean-Michel provided Deborah with clear and thorough financial advice.
“I approached Atherton York with no knowledge or real understanding of financial matters or planning. Jean-Michel Morelli provided me...
16 views0 comments
athertonyork
Jun 5, 20231 min read
Bryan's portfolio achieved above average returns.
"Neal has helped to consolidate & manage my pension portfolio with results tracking above the average return. Providing peace of mind and...
14 views0 comments
athertonyork
Jun 5, 20231 min read
Guy & Mal emerged feeling energised and full of ideas.
"We approached the meeting with some trepidation, and emerged feeling energised and full of ideas! Your very sound advice is now firmly...
11 views0 comments
athertonyork
Sep 9, 20211 min read
Liliana is grateful for things being made easy.
"I have received excellent service from Jean Michel. He made the whole process of setting up a company pension easy to understand and...
28 views0 comments
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