Pension & Tax Advice

Updated: Jun 24


What were the circumstances that caused you to look for a financial adviser? I had initially seen to previous Financial Advisors who had been unable to assist me with unlocking a particular pension that included a considerable tax-free percentage.


How did Neal help you? Neal was able to ably navigate through the red tape and turgid hoops required by AEGON, enabling a swift conclusion and enabling me to secure an uncommon tax-free percentage. He kept me thoroughly informed throughout the process.


Have you seen the outcome you were hoping for? Indeed, with Neal's assistance I successfully managed to release my funds with the best possible outcome from a taxation point of view, something I was beginning to feel might not be possible.


What could they have done better? Nothing. I can heartily recommend Neal. I found him highly professional, polite but friendly and very knowledgeable about aspects of pension law that can be not only unclear but very frustrating to the client.

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.

© 2020 Atherton York Limited