How do Financial Advisors Add Value?

We believe that there are seven areas, where detailed academic research shows, that we will add value to your affairs:

  • Finding you the Optimal Asset allocation the overwhelming driver of investment performance.

  • Regular Rebalancing – this ensures that you maintain your Optimal asset allocation and maintains your portfolio’s risk and return profile.

  • Managing costs – we cannot guarantee market returns but we can manage costs. The one factor guaranteed to improve your returns.

  • Behavioural coaching. – helping you to avoid making costly mistakes on the emotional journey of investment.

  • Maximising Tax allowances.

  • Devising a Spending strategy. – withdrawing from your holdings in an optimal fashion to maintain the longevity of your funds.

  • Total return versus income - making the most of a portfolio for both income and capital.

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