Testimonials

Neal provided Hannah with practical advice which perfectly suited her needs.

"Neal was highly recommended to me and he has certainly lived up to expectations. He gives good, practical advice and always has the...

Olly was extremely patient and knowledgeable when helping Geoff & Ruth rewrite their wills.

"Olly Biswas was extremely patient and knowledgeable in helping us rewrite our wills. He took time to talk us through the options and...

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...

Jean-Michel's expert guidance and negotiation skills enabled Vinnie to achieve a positive outcome.

"Highly Recommend Jean-Michel's Advocacy and Financial Expertise I enjoyed working with Jean-Michel Morelli on contesting exit charges...

Olly guided Justin & Christina through everything they needed to know in a very professional and friendly way.

"We already use Atherton York for our company pension scheme, and are more than pleased in that respect. We needed to have Wills drawn...

Jean-Michel displayed great financial knowledge in a friendly and patient manner.

"Jean-Michel is a great Financial Planner. He is on top of the latest financial laws and knowledgeable about the best ways to extract the...

Aliya's financial situation was carefully considered and her options were presented in a clear and effective manner.

"Jean-Michel is a pleasure to work with. It is hard to find good financial advice, especially that takes your specifics and individual...

Jean-Michel patiently answered Hilary's numerous questions and provided clear, jargon free advice.

"We engaged Jean-Michel in 2023 to review all our investments and pensions and to advise us on our retirement planning. He not only...

Des believes Olly's wealth of experience and conscientious approach was invaluable.

"From the onset, Olly has been great at providing clear and down to earth advice in the way I understand - this has been...

Neal is very approachable, highly professional and extremely knowledgeable.

"We were recommended by family to see Neal regarding our pensions. The Atherton York team were all welcoming, friendly and helpful. Neal...

Rob was impressed by Neal's thorough, down to earth approach, and the genuine interest shown in Rob's personal goals.

"It’s been a pleasure working with Neal since I first contacted him 10 years ago to ask for help with consolidating the three pension...

Ana trusts Neal's experienced, professional judgement and feels in very safe hands.

"Neal is extremely professional. In all our meetings, he is always prepared to the most minute detail whilst being consistently punctual....

Nirja is grateful for our pension and retirement recommendations which were easy to understand.

“I have been very happy with the advice and service I have received from Jean-Michel on my pensions and retirement planning. His report...

Alice was offered simple but effective advice with thorough plans for early retirement.

"Jean-Michel has been fantastic to work with. He’s been professional, thorough, prompt and adaptable. He considered all our needs and...

Jean-Michel displayed expert knowledge, advice, and a genuine desire to understand my needs.

"I couldn't recommend Jean-Michel more. Expert knowledge, advice, patience and a genuine want to understand me and my family situation....

Tamara was given the confidence to take a more active role in her financial future.

“Going to see Atherton York was a bit of a revelation for me. Until now I had avoided thinking about my finances as it's not an area in...

Jean-Michel provided Deborah with clear and thorough financial advice.

“I approached Atherton York with no knowledge or real understanding of financial matters or planning. Jean-Michel Morelli provided me...

Bryan's portfolio achieved above average returns.

"Neal has helped to consolidate & manage my pension portfolio with results tracking above the average return. Providing peace of mind and...

Guy & Mal emerged feeling energised and full of ideas.

"We approached the meeting with some trepidation, and emerged feeling energised and full of ideas! Your very sound advice is now firmly...

Liliana is grateful for things being made easy.

"I have received excellent service from Jean Michel. He made the whole process of setting up a company pension easy to understand and...

Nishi found Jean-Michel to be very knowledgeable and helpful.

"Very happy with my move to Atherton York. The advice was tailored to my circumstances, with all options clearly presented by...

Edward and Linda are happy they have a plan that suits their budget.

"As part of our retirement planning, Neal introduced us to Jean-Michel who advise us on our Financial planning. We have found Jean-Michel...

John and Lesley are very happy.

"We began using Atherton York financial services about 4 years ago, and are extremely pleased with the results of our investments....

Carol looks forward to continuing to work with us.

" We have recently employed the services of Atherton York, the first meetings and advice that we received was very helpful and clear....

John is more than satisfied.

" I was recommended to Atherton York by a friend earlier this year. I have been more than satisfied with the service I have received form...

Chris appreciates financial matters made easy.

"Jean-Michel is a knowledgeable and professional Financial Advisor. He has the gift of making complex financial matters easier to...

Cathryn feels more in control of her Finances.

"Its fair to say that my finances were in a bit of a mess when I first met Jean-Michel and the Atherton York Team. The advise I was given...

Steve & Phyl would not hesitate to recommend us.

"Atherton York were recommended to us by close friends, who spoke very highly of the company. I was assigned Jean-Michel Morelli as my...

Neal was fantastic - explaining clearly and precisely exactly what I needed to do.

What were the circumstances that caused you to look for a Financial adviser? I had just become self employed (via my own limited company)...

James and Eileen have been particularly impressed.

"My wife and I have been extremely pleased with the financial advice service that we have received from Neal Hall. He has always been a...

Working with us provided Donna & Tim Davis with peace of mind.

"I was originally a corporate client of yours and retained services personally for your professional financial expertise, assistance and...

Andrew values our excellent tax planning services.

"Since being introduce to Neal my personal finances and organisation around them have been improved dramatically. The advice and...

An exemplary professional service

"In looking for a skilled financial adviser, my three questions were: 'Are they truly independent? Is service and integrity their...

Neal is a True Expert

"Neal is a true expert in his field providing useful advice and ideas to even the most finically aware investors. His extensive knowledge...

I can heartily recommend Neal. I found him highly professional.

What were the circumstances that caused you to look for a financial adviser? I had initially seen two previous Financial Advisors who had...

I am extremely happy with their advice and continued guidance.

What were the circumstances that caused you to look for a Financial adviser? I was looking to consolidate a number of Private Pension...

I have recommended Neal to friends and family and I believe they also are very pleased.

What were the circumstances that caused you to look for a Financial adviser? First saw Neal in March 2014 to look at retirement planning...

Significant savings on tax and growth in investment / pension performance.

What were the circumstances that caused you to look for a Financial adviser? Realisation that I had failed to understand what pension...

We have already referred our families and friends to Neal.

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...

Neal provided a very professional and personable service.

I had received advice and guidance from Neal when I was with a previous company and had no doubt in who I wanted to work with again. Neal...

I would strongly recommend using his services without hesitation.

Neal has always provided an accurate, professional and reliable service. He has consistently kept me up-to-date (in terms of my pension)...

I am completely satisfied with the advice I receive.

I am completely satisfied with the advice I receive from Neal and find him totally trustworthy. What could they have done better? Nothing

Whenever we think about making a financial decision, Neal is always our first port of call.

Neal has been great in advising us with our mortgage and finding us the best deal twice now. He's also helped us make decisions on our...

Wealth Management Advice

I have known Neal for ten years now. I am a British citizen based in New York and I own a number of rental properties in London so needed...

Neal has a very hands on and personal touch and has always acted with absolute integrity.

Neal is a very down to earth and clear communicator, which creates a genuine sense of confidence and security in the professional advice...