Testimonials

Jim & Alison value Atherton York's comprehensive meetings and welcoming team spirit.

"We have been clients of Atherton York since 2017 and have consistently been impressed by the comprehensive meetings provided. We always...

"I had never felt the need to take professional advice on my personal financial affairs before, but, nearly a year on from stepping down...

"Jean-Michel has provided excellent and sound financial advice to me over the past few years. He has helped me to plan for my retirement...

"Atherton York have been handling our finances very efficiently for several years. We were recently introduced to Olly with a view to...

"We have been with Atherton York for over 10 years now. Initially we were managed by Neal and were introduced to Jean-Michel a few years...

"I can whole heartily recommend Jean-Michel to anyone, having his input and knowledge in bringing my pensions and financial position...

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

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

"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...

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

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

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

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

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