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Neal Hall BSc, FPFS

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Chartered Financial Planner

Neal is the Principal at Atherton York, a Chartered Financial Planner and Fellow of The Personal Finance Society. His advanced qualifications put him in the top tier of qualified advisors nationwide. Neal holds the position of Pension Transfer Specialist and sets the example to the whole team by continuing to take additional exams and qualifications each year.

 

After graduating with a BSc in Physiology, he has accumulated 25 years’ experience working as a financial services professional and has delivered personal planning to a wide variety of individual and corporate clients. Neal spent eight years in Banking before converting his skills into Professional services with a National financial planning business. He is passionate about his work and achieving the very best outcomes for clients. This is demonstrated by the wide variety of testimonials that he has collected and can be showcased here.

 

Outside of work Neal is a keen sportsman regularly running half marathons, cycling and playing the occasional charity football match. He lives locally in Winchmore Hill and is married with two young children.

Jean-Michel Morelli BSc, Dip PFS

Financial Planner

Jean-Michel entered financial services shortly after graduating with a Degree in Psychology from Oxford Brookes University. Since then, he has built a wide range of experience across later life financial planning, wealth management, business finance, investment and pension planning.

Jean-Michel is highly driven, passionate and dedicated to a career in financial planning. He is exceptionally well qualified and needs to only sit one final exam before qualifying as a Chartered Financial Planner. He holds Advanced qualifications in Tax and Trust, Investment and Finance Planning.

Jean-Michel very much shares our vision and values at Atherton York and believes in the principle of putting the client at the heart of our work. He combines this with being a master at using cutting-edge modelling technology to bring our client’s financial plans to life. He has the background of formerly working for a large national and international financial business.

Outside of work Jean-Michel is a keen sportsman and enjoys keeping fit. He is an enthusiastic runner and swimmer and has the ambition of completing his first marathon in 2021.

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Maria Hall BA Hons, FCIM

Marketing & Operations Director

Maria is responsible for client communications, brand and marketing for Atherton York. She has a belief that all our communications should be straightforward and easy for our clients to understand. Maria has a Degree in English & European Literature and experience of working at Board level in European and international legal firms. She is a Fellow of the Institute of Marketing.

 

She has successfully delivered a number of projects for Atherton York such as GDPR, our new website and our office move. Using her extensive professional services experience, she also supports the team on business strategy and the growth plans for the firm. 

Maria works part time for Atherton York as she is also the Chief Marketing & Business Development Officer for a European legal firm in the city. Outside of work Maria enjoys art, yoga, eating-out and socialising as well as being mum to two young children.

Darren Smith DiP FPS

Senior Associate

Darren is a Senior Associate at Atherton York and has nearly 30 years of financial services experience. Much of his career has been as a Premier Banking Advisor within HSBC Bank plc and later as a Mortgage Specialist at Countrywide Mortgage Services.  Despite such a lengthy banking background, Darren embraces continued study and is currently working towards advanced qualifications.

Darren is an expert in wealth and financial management and provides valuable support to our experienced advisors. With such a long standing career in financial services Darren understands our client’s needs for security and peace of mind, taking responsibility for office management. With a keen eye for detail, he also takes responsibility for quality control within the business.

 

Outside of work he lives in West London and is a caring family man. He is married with three children and in his spare time enjoys sport in particular football following Arsenal football club.

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Aniket Chhabra BSc

Graduate Associate

Graduating in 2016 with a BSc in Business Management and Economics, Aniket joined Atherton York in 2019. He has over four years’ experience in finance and analytics and has previously worked in the NGO and Pharmaceutical Intelligence sectors.

Aniket, who supports our experienced advisors in the role of Associate, is working towards the Diploma in Financial Planning and plans to study for advanced qualifications himself. He is committed to Professional Development and understands the need to continuously build qualifications and experience.

 

Outside of work, like all his colleagues, he enjoys sports and fitness, including swimming, hiking and Martial Arts (Muay Thai). With an active mind, Aniket is also a keen reader of non-fiction books and enjoys travel and movies.