Why Choose Us

Formed in 2013 with the vision of fusing old-fashioned financial values with modern technology and planning techniques, Atherton York has grown and established itself on the High Street in Cockfosters, North London. With over 230 clients trusting their work and expertise in managing over of £90M in client money, Atherton York hold the prestigious title of Chartered Financial Planners – the gold-marque in financial planning.

 

Not all professional advisers are the same and we believe that our values, qualifications, and experience set us apart from much of the competition. Every member of the team at Atherton York is firmly committed to continuous development and achieving further qualifications. We are passionate about client outcomes and delivering to the highest standards. Our case studies showcase the range and depth of our work. 

Our team has the experience and knowledge to deliver for even the most complex of planning cases. We have trusted partners in accountancy and law, meaning that we can make introductions to other highly qualified firms and deliver a seamless end-to-end process. 

Our Values

We care about our client’s lives and appreciate the consequences of their financial decision-making.

The best advice comes from strong relationships, we work to build trust and mutual respect with our clients.

It's important to us that we act with the utmost integrity and that our clients are confident in the advice we give.

Caring

Collaborative

Integrity

Secure

Our education and experience means we provide sophisticated, comprehensive financial planning. 

It’s our job to deliver peace of mind to our clients and in our approach and services we ensure we deliver this.

Trusted since 2013 to be the provider of choice for over 230 clients that want to use their money wisely.

Trusted

Knowledge

Secure

Our History

Founded in 2013 our vision was to blend the ‘best of both worlds’ – old fashioned financial values and beliefs with the use of modern technology and planning techniques. The name of our firm is based on our family values. Atherton was Neal's grandmother’s surname, a successful businesswomen in her own right. We chose this as the first name of our business to honour her memory and we hope that she would be very proud. York comes from Yorkshire - where Neal grew up and a place close to his heart. The York in Islington also happens to be the pub where Neal and Maria first met!

 

Both Neal and Maria come from families of shop-keepers and we believe in the local high street. When the chance came around to acquire a high street location (that had been a bank since 1936), the opportunity was too good to resist. Not only did this enable us to build a great enviornment for our people but an ideal meeting location for our clients too. Our location at Station Parade in Cockfosters high street is in the heart of the local community but also being an old bank it highly secure as know that information and data security is critically important to our client's peace of mind.

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We're Hiring!

We are actively looking for fellow professional partners that have a similar level of qualifications and experience and share the company's values. If you would like to work for or with Atherton York, please contact us.

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