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David found Jean-Michel a pleasure to work with and found his expertise wholly reassuring.
"My wife and I met Jean-Michel after a recommendation from a business contact. He has been, and still is, helping us with a number of financial matters. Having had a less than ideal experience with a previous financial professional, it has been a breath of fresh air to work with Jean-Michel. His expertise is wholly reassuring and the fact that he has listened to our requirements and is working to meet them, rather than providing an 'off-the-shelf' option which 'might do' is e
athertonyork
19 hours ago1 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
19 hours ago1 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
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