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 local searches!

Early engagements included thorough fact finding followed by a lengthy meeting during which my risk aversion was assessed and I was provided with a holistic view of different investment strategies. A second meeting provided me with personalised insights and recommendations which were customised to my starting position. All of this was carried out with patience, respect and professionalism, which I found very reassuring.

I look back now after eight years of consistent, high-quality investment advice and am delighted that Atherton York have become our financial confidants, trusted by several family members.

We have utilised more of their capabilities due to elderly relatives needing secure financial platforms for care costs and our requirement under LPAs to have demonstrable processes that would survive any scrutiny. A family home has been sold, inheritance taxes calculated, and probate managed; all of this has been handled with care, empathy and respect.

Where they don’t cover a particular specialty in-house they offer introductions to their network of finance and tax professionals, who have all performed to the same standards set by Atherton York.

Most of all, Atherton York have become friends and trusted advisors for our financial futures. It felt like a leap of faith to start with but I am so glad they took me on as a client."

Andy, Retired, London