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Neal's highly professional approach instilled confidence and calm during Amanda's retirement planning.
"The minute you walk into the office of Atherton York you feel an atmosphere of calm, friendly professionalism. Neal Hall and his team provide an exemplary service with a genuine care and clear communication. Neal Hall has been my mother’s financial advisor for many years. We have experienced his superb skills in financial planning for her situation and when we felt overwhelmed with our retirement plans we asked Neal to advise us too. Firstly, Neal is approachable and respond
athertonyork
Sep 161 min read


Jean-Michel's thorough, straightforward advice was instrumental in helping David consolidate his pensions and prepare for retirement.
"I started working with Jean-Michel in March 2022, following a family recommendation for the firm. He has been instrumental in helping me consolidate my pensions and plan for retirement. Jean-Michel is thorough, straightforward, and cuts right through the jargon to lay out the options clearly. I have total confidence letting him steer the strategy. I've followed his advice closely over the years, and I am very happy with the steady growth of my assets. He consistently puts hi
athertonyork
Sep 161 min read


Jean-Michel provided Wayne with honest, knowledgeable and dedicated financial advice.
"We can't thank Jean-Michel enough for the advice and support we received throughout the review of our pensions. Although our circumstances were complex, he guided us through every step with patience, professionalism and persistence. His advice helped us improve our pension arrangements and gave us confidence that our retirement plans are now in a much stronger position. Throughout the process, he kept us informed, dealt with everything on our behalf and remained committed to
athertonyork
Sep 161 min read


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
Mar 102 min read


Jean-Michel guided Karen through the complex world of pensions with her needs in mind.
"I was recommended Atherton York through a comparison website, and was very fortunate to be recommended Jean-Michel. He has guided me through what I find to be, the opaque world of pensions and providers with integrity, with my needs in mind and with clear concise information. He is personable, understands the need to form a relationship of clarity and trust and has expertly guided me through the process. I have really appreciated his regular communication and way of working.
athertonyork
Jan 121 min read


As a young Professional focused on building long-term financial security, Becca found Jean-Michel to be an exceptional advisor.
"As a young professional focused on building my long-term financial security, I’ve found Jean-Michel to be an exceptional advisor. He’s been incredibly helpful in guiding me through the early stages of pension planning and setting up long-term savings strategies that align with my goals. Jean-Michel is always polite, approachable, and has a consistently positive attitude. He takes the time to fully understand my personal circumstances, which means his advice feels both releva
athertonyork
Jan 81 min read
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