Retirement Planning Advice

Updated: Jun 24


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

First saw Neal in March 2014 to look at retirement planning for my wife.


How did Neal help you?

Neal re invested my wife's pension fund, advised on inheritance tax and over the last 4 years has always been available for advice and queries.


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

My wife has been able to withdraw a tax free sum each year which the funds have 'made up' each year.Although I do not normally make recommendations in financial matters, I have recommended Neal to friends and family and I believe they also are very pleased with his advice. My wife is certainly achieving the results she required as her state pension was put on hold for 6 years by government policy.


What could they have done better?

Thinking very hard about this question I still come up with nothing.

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