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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
2 days ago1 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
2 days ago1 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
2 days ago1 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


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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