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 300 clients trusting their work and expertise in managing over of £150M 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.
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.
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 300 clients that want to use their money wisely.
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 name of the 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 environment for our people, but an ideal meeting location for our clients too. Our location at Station Parade on Cockfosters high street is in the heart of the local community but also being an old bank it highly secure as we know that information and data security is critically important to our client's peace of mind.
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.