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Andy has found Atherton York to be patient, respectful and professional over the past eight years.
"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
athertonyork
4 days ago2 min read


Jim & Alison value Atherton York's comprehensive meetings and welcoming team spirit.
"We have been clients of Atherton York since 2017 and have consistently been impressed by the comprehensive meetings provided. We always...
athertonyork
Sep 18, 20251 min read


Olly guided Jeremy through the consolidation of his pensions and investments to create a coherent strategy.
"I had never felt the need to take professional advice on my personal financial affairs before, but, nearly a year on from stepping down...
athertonyork
Jul 25, 20251 min read


Jean-Michel helped Katie create a diverse, cost efficient investment portfolio and retirement plan.
"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...
athertonyork
Jul 25, 20251 min read


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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Jun 28, 20210 min read


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Jun 15, 20200 min read


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Jun 15, 20200 min read


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Jun 15, 20200 min read


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Jun 15, 20200 min read


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Jun 15, 20200 min read


Guide to Wealth Preservation
This guide helps you to consider the various things you can do around wealth preservation to help make your wealth last for you and for...
athertonyork
Jun 2, 20201 min read
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