Pension & General Financial Advice



What were the circumstances that caused you to look for a Financial adviser?

I had just become self employed (via my own limited company) and therefore no longer had a workplace pension. I was looking to start my own private pension, through my company, and also take out life insurance. I also needed general financial advice.


How did Neal help you?

Neal was fantastic - explaining clearly and precisely exactly what I needed to do and offering a range of different product options at varying levels of potential risk and reward.


What is your current situation? Have you seen the outcome you were hoping for?

I definitely have. I now have a pension that is growing nicely and slowly building towards retirement, along with my former workplace pension and state pension (both of which Neal keeps an eye on for me). I also have good life insurance at a level to protect my family. Neal is always available on the phone and email and we meet annually to review my products. I highly recommend.


What could they have done better?

As I had a set need - a pension, life insurance and general advice - which is been fulfilled in an informative and friendly manner, there's little I think Neal could have done better.

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