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Jas & Sue found Neal to be someone they could trust with their finances and future. 

"Appointing Neal as our IFA was one of the biggest and best decisions we have made. In our search for a financial adviser, we wanted someone who could demonstrate a clear understanding of our circumstances and future needs. Furthermore, someone who could articulate a strategy and plan that would keep our finances safe, whilst at the same time be sure to provide for our future needs, in language that was both clear, straightforward, with no hidden agendas or bias. It was with no small measure of relief that in Neal we had found someone who we could entrust with our finances and future. 

 

With Neal’s knowledge of the financial world and its foibles, his methods of explanation and clarification, and his recommendations for investment and future proofing our most valuable assets we found comforting. His advise and actions are always in our best interests, and his ongoing support and advice will see us perfectly placed for the future. 

 

We cannot recommend Neal and his team highly enough, and have already done so to others, who have in turn entrusted Atherton York with their financial planning."


Jas & Sue, Retired, London

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