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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...
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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 views
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athertonyork
Sep 9, 20211 min read
Nishi found Jean-Michel to be very knowledgeable and helpful.
"Very happy with my move to Atherton York. The advice was tailored to my circumstances, with all options clearly presented by...
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athertonyork
Sep 9, 20211 min read
Edward and Linda are happy they have a plan that suits their budget.
"As part of our retirement planning, Neal introduced us to Jean-Michel who advise us on our Financial planning. We have found Jean-Michel...
32 views
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athertonyork
Sep 9, 20211 min read
John and Lesley are very happy.
"We began using Atherton York financial services about 4 years ago, and are extremely pleased with the results of our investments....
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athertonyork
Sep 9, 20211 min read
Carol looks forward to continuing to work with us.
" We have recently employed the services of Atherton York, the first meetings and advice that we received was very helpful and clear....
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athertonyork
Sep 8, 20211 min read
John is more than satisfied.
" I was recommended to Atherton York by a friend earlier this year. I have been more than satisfied with the service I have received form...
14 views
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athertonyork
Sep 8, 20211 min read
Chris appreciates financial matters made easy.
"Jean-Michel is a knowledgeable and professional Financial Advisor. He has the gift of making complex financial matters easier to...
17 views
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athertonyork
Sep 8, 20211 min read
Cathryn feels more in control of her Finances.
"Its fair to say that my finances were in a bit of a mess when I first met Jean-Michel and the Atherton York Team. The advise I was given...
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athertonyork
Sep 2, 20211 min read
Steve & Phyl would not hesitate to recommend us.
"Atherton York were recommended to us by close friends, who spoke very highly of the company. I was assigned Jean-Michel Morelli as my...
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athertonyork
Jun 24, 20201 min read
Neal was fantastic - explaining clearly and precisely exactly what I needed to do.
What were the circumstances that caused you to look for a Financial adviser? I had just become self employed (via my own limited company)...
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athertonyork
Jun 3, 20201 min read
James and Eileen have been particularly impressed.
"My wife and I have been extremely pleased with the financial advice service that we have received from Neal Hall. He has always been a...
38 views
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athertonyork
Jun 3, 20202 min read
Working with us provided Donna & Tim Davis with peace of mind.
"I was originally a corporate client of yours and retained services personally for your professional financial expertise, assistance and...
27 views
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athertonyork
May 12, 20201 min read
Andrew values our excellent tax planning services.
"Since being introduce to Neal my personal finances and organisation around them have been improved dramatically. The advice and...
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athertonyork
Mar 31, 20201 min read
An exemplary professional service
"In looking for a skilled financial adviser, my three questions were: 'Are they truly independent? Is service and integrity their...
28 views
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athertonyork
Nov 12, 20191 min read
Neal is a True Expert
"Neal is a true expert in his field providing useful advice and ideas to even the most finically aware investors. His extensive knowledge...
19 views
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athertonyork
Sep 1, 20191 min read
I can heartily recommend Neal. I found him highly professional.
What were the circumstances that caused you to look for a financial adviser? I had initially seen two previous Financial Advisors who had...
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athertonyork
May 31, 20181 min read
I am extremely happy with their advice and continued guidance.
What were the circumstances that caused you to look for a Financial adviser? I was looking to consolidate a number of Private Pension...
24 views
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athertonyork
Apr 30, 20181 min read
I have recommended Neal to friends and family and I believe they also are very pleased.
What were the circumstances that caused you to look for a Financial adviser? First saw Neal in March 2014 to look at retirement planning...
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athertonyork
Feb 1, 20161 min read
Significant savings on tax and growth in investment / pension performance.
What were the circumstances that caused you to look for a Financial adviser? Realisation that I had failed to understand what pension...
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