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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.

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Jean-Michel Morelli BSc, APFS

Chartered 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 holds the title of Chartered Financial Planner. He holds Advanced qualifications in a number of areas including Tax and Trusts, Business Finance, Investment and Financial 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 PFS

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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Tom Gregory

Senior Associate

Tom joined Atherton York in May 2022 and brings with him over 15 years of Financial Services experience. After graduating university in 2005, Tom worked in the banking sector before undertaking several technical and paraplanning roles for national financial planning firms.

 

He provides support to the Chartered Financial Planners of the firm and plays a key role in assessing the latest developments in the areas of investments, pensions, protection, and tax legislation as well as producing personalised client research and financial plans.

 

Tom continues to demonstrate his commitment to personal development through working towards achieving Chartered status. He already holds advanced qualifications in Pensions and Tax & Trusts.

 

Outside of the office, Tom is married and has a young daughter and in his spare time is a member of his local running club and enjoys competing in various events throughout the year.

Elizabeth Deehan

Associate

Elizabeth joined the Atherton York Team in March 2022, having previously worked for a wealth management firm for a number of years.  Elizabeth has also worked as a Legal PA, and held a number of other roles including Head of Administration.

 

During her career, Elizabeth has gained extensive experience using a number of different industry systems and platforms, and she enjoys helping to keep her team organised.  Elizabeth is an organised and professional administrator, with strong product knowledge and a great eye for detail. 

 

Elizabeth describes herself as having a strong work ethic, a calm positive attitude, and as being someone who can adapt to any situation. Outside of work Elizabeth has travelled extensively, most recently to the USA in 2021.

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Ellie Phillips

Administrator

Ellie has an NVQ in Floristry and was previously a senior florist before deciding to pursue a career in finance.

Ellie joined Atherton York in May 2021 as an Administrator. Ellie is looking forward to furthering her career in the financial world with the guidance of Atherton York, and gaining more experience over the next coming years.

 

Outside of work, Ellie enjoys fitness, socialising with friends and family and listening to music. Ellie also has a key interest in travelling, and learning about other cultures.