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By demonstrating his knowledge and assured approach, Jean-Michel has forged a trusting relationship with Ravi.
"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...
athertonyork
Feb 171 min read
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Jean-Michel's Knowledge and input helped Stuart bring his Pension circumstances under control.
"I can whole heartily recommend Jean-Michel to anyone, having his input and knowledge in bringing my pensions and financial position...
athertonyork
Feb 171 min read
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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...
athertonyork
Jul 9, 20241 min read
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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...
athertonyork
Jul 9, 20241 min read
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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...
athertonyork
May 31, 20241 min read
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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...
athertonyork
May 31, 20241 min read
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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...
athertonyork
May 13, 20241 min read
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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...
athertonyork
Apr 30, 20241 min read
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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...
athertonyork
Apr 30, 20241 min read
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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...
athertonyork
Apr 17, 20241 min read
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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...
athertonyork
Apr 17, 20241 min read
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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...
athertonyork
Apr 12, 20241 min read
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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...
athertonyork
Feb 6, 20241 min read
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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....
athertonyork
Oct 17, 20231 min read
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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...
athertonyork
Jun 29, 20231 min read
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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...
athertonyork
Jun 12, 20231 min read
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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....
athertonyork
Jun 6, 20231 min read
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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...
athertonyork
Jun 6, 20231 min read
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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...
athertonyork
Jun 6, 20231 min read
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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...
athertonyork
Jun 5, 20231 min read
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