"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

"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

"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

"We have been clients of Atherton York since 2017 and have consistently been impressed by the comprehensive meetings provided. We always...

"I had never felt the need to take professional advice on my personal financial affairs before, but, nearly a year on from stepping down...