Wealth Management Advice

Updated: Jun 24, 2020

My wife and I have sought advice on various aspects of our financial affairs from Atherton York over the past few years. We have been looked after by Neal who has taken us through a comprehensive assessment of our finances as well as providing invaluable tax planning, investment and pensions advice.

We have found it very reassuring to be on the receiving end of his professional expertise and experience. On the basis of our dealings with Neal, we have already referred our families and friends to him and would have no hesitation in continuing to do so.

What could they have done better?

I have no constructive feedback to offer as I have received an exemplary service.

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