Investments

Once you have built sufficient ‘emergency monies’ that are held in instantly available cash savings accounts, you may want to explore the world of investing and achieving a real return on your money. Savings capital is guaranteed but will deliver low returns, investment money is potentially at risk but also with the possibility of greater returns.

 

Investment choices can be confusing and even overwhelming. We are experts at understanding your personal situation and needs and putting in place tried and tested, robust investment strategies to help you make the most of your money and to build for the future. Ranging from the most cautious clients to speculative or aggressive investors we can find a portfolio and strategy to meet your needs. At times of stress and anxiety our behavioral coaching and ‘hand holding’ will allow you to stay the course and receive the longer-term returns that you deserve.

 

We believe that the principles of successful investment management are enduring and by employing our highly diversified / low cost approach to investing delivers you the very best chance of achieving the returns that you desire. We believe that successful investing involves a huge paradox – the more you pay to invest, the less you get in returns.  

 

If you are unhappy with your current Advisers, then we offer a comprehensive portfolio review service. Allow us to scratch beneath the surface of your investment holdings and potentially identify improvements and potentially better value. If you are a DIY investor, then we believe that our experience and detailed knowledge of investment markets mean that we may deliver better results than what you can achieve yourself. For first time investors, we believe that by explaining your options in simple and easy to understand language, that we will cut through much of the mystery of investing and make clear and straightforward recommendations, tailored to your needs and demands

The value of investments can fall as well as rise. You may get back less than you invest. The Financial Conduct Authority does not regulate tax advice, Will writing or Trusts.

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Contact Us

Ready to talk? Call us now on:

 

0208 882 2979 or email info@athertonyork.co.uk

for a free, no obligation chat.

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Please Note

The value of investments can fall as well as rise. You may get back less than you invest.

The Financial Conduct Authority does not regulate tax advice, Will writing or Trusts.

Contact us

Atherton York Limited
10 Station Parade
Cockfosters Road
Barnet
EN4 0DL
Tel: 0208 882 2979

To find out more about the services we offer or for a free, initial no obligation meeting please call 0208 882 2979 or email info@athertonyork.co.uk or use the contact form below.

Our office is on the right next to the Blue Olive restaurant as you drive along the high street heading north towards the M25. There is pay and display parking right outside the front door and we have disabled access.

 

We are also a 5 minutes walk from Cockfosters Tube Station which is on the Piccadilly line. Turn left when you exit the tube and walk down the road, you will see us in the first main parade of shops on the left. The nearest bus stops are outside the tube for the 299 and 298.

Directions & Parking

Atherton York Limited, Registered in England and Wales, Number: 8448380, Registered Address: 10 Station Parade, Cockfosters Road, Barnet EN4 0DL. Atherton York Limited is authorised and regulated by the Financial Conduct Authority. FCA Register Number: 740345. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

© 2020 Atherton York Limited