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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...
athertonyork
Jun 3, 20202 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...
athertonyork
May 12, 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...
athertonyork
Mar 31, 20201 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...
athertonyork
Nov 12, 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...
athertonyork
Sep 1, 20191 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...
athertonyork
May 31, 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...
athertonyork
Apr 30, 20181 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...
athertonyork
Feb 1, 20161 min read


We have already referred our families and friends to Neal.
My wife and I have sought advice on various aspects of our financial affairs from Atherton York over the past few years. We have been...
athertonyork
May 31, 20151 min read


Neal provided a very professional and personable service.
I had received advice and guidance from Neal when I was with a previous company and had no doubt in who I wanted to work with again. Neal...
athertonyork
Nov 3, 20141 min read


I would strongly recommend using his services without hesitation.
Neal has always provided an accurate, professional and reliable service. He has consistently kept me up-to-date (in terms of my pension)...
athertonyork
Dec 2, 20131 min read


I am completely satisfied with the advice I receive.
I am completely satisfied with the advice I receive from Neal and find him totally trustworthy. What could they have done better? Nothing
athertonyork
Dec 2, 20131 min read


Whenever we think about making a financial decision, Neal is always our first port of call.
Neal has been great in advising us with our mortgage and finding us the best deal twice now. He's also helped us make decisions on our...
athertonyork
Nov 1, 20131 min read


Wealth Management Advice
I have known Neal for ten years now. I am a British citizen based in New York and I own a number of rental properties in London so needed...
athertonyork
Nov 1, 20131 min read


Neal has a very hands on and personal touch and has always acted with absolute integrity.
Neal is a very down to earth and clear communicator, which creates a genuine sense of confidence and security in the professional advice...
athertonyork
Sep 30, 20131 min read
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