Atherton York

 

10.10b5

 

I'm Neal Hall, the Principal at Atherton York, Chartered Financial Planners, based at 29 The Green, Winchmore Hill. After eighteen years working as a financial services professional, I decided to set up my own business in 2013 and am now based in the heart of Winchmore Hill where I live with my wife and two young children.

 

When we set up Atherton York we had a very clear mission statement – to help people to make the most of their money, for themselves, their families and their businesses.

 

We believe in the value of good advice and along with years of experience, we have the best qualifications available enabling us to deliver this. Our key people are Chartered and have Fellowship status at the Personal Finance Society. We operate to the highest possible level in our profession, putting us in the top tier in terms of qualifications and professionalism.

 

3.10c4

 

 

We passionately believe in our independence. We are privately owned and our recommendations are based on access to the entire market, with no specific allegiances to any one provider. We also invest our own money with the providers and in the funds that we recommend. This way we can be sure that our recommendations are current and up to date. After all you should always put your money where your mouth is!

 

Our values underpin our advice and they are a little bit old-fashioned:

Use money wisely - it is hard earned.

Budget carefully.

Only borrow when necessary and repay debt quickly.

Take considered risks but do so within the context of the broader picture.

Plan carefully and take good advice.

 

Not all financial planners are the same. With my associate Simon Alexander, who is currently training to be a Chartered Financial Planner, we pride ourselves on delivering the right combination of traditional values with in-depth knowledge of the whole market, backed up by industry leading technology. Our recommendations are based on access to the entire market, with no specific allegiances to any one provider. We have full professional indemnity insurance.

 

3.10c5 

 

Our reputation matters to us and we were delighted that I was ranked the top IFA in Enfield out of 96 individuals reviewed according to leading finance industry independent review site Vouched For. We have also received 5/5 as an average score for our reviews. You can see independent reviews of Atherton York by clicking here:

 

 Financial planning matters


Yes planning really matters if you are to achieve your goals in life; but it is the people not the numbers that matter the most; especially in our increasingly insecure world. We work with people of all ages and backgrounds, whether you are starting out on your career, taking on responsibilities like having a child or buying a home or uncertain about how to plan for a comfortable retirement. We can work through a financial health check with you, looking at your income and outgoings; how to plan for future events such as having children, saving for university fees and your own security.

 

Investment strategy

We help you to maximise your assets, according to your life stage and the level of risk you are most comfortable with.

 

Pension strategy

Pension planning is vital, even though it may seem difficult to think this far ahead in your 20s and 30s. For people in their 50s and 60s the options may seem bewildering. We can provide you with expert advice and simple tools to help you to reach a decision about what options will work best for you and your family.

 

Financial protection and tax planning

We can help you plan a safety net against illness and other problems that might impact on your income and your way of life.

 

Tax planning

Taxation legislation is a minefield. We can help you to maximise the tax efficiency of any strategy and minimise your tax liability incorporating mitigation strategies and assisting with self-assessment, wills, trusts and probate.

 

Corporate services

We know how onerous financial management and planning can be for the small businesses. We are a small business who understands the issues facing small business owners, on business planning, tax planning, employee benefits and pensions. You can find a more detailed guide to our corporate services on our website.

 

More Information

On our website you can find a range of downloadable guides that cut through the jargon and help you to take control of your own finances. You can also read the Atherton York quarterly review, to stay abreast of changes that can impact on your financial planning or sign up to join our mailing list by emailing This email address is being protected from spambots. You need JavaScript enabled to view it.

 

3.10c2

 

 

We work with lots of local people like you. You can read testimonials and some case studies to help you to understand our approach by clicking here

 

Charity is important to us and every time a client refers a member of their family, a friend or a colleague to Atherton York, we will donate £25 to our supported charitywww.clapa.com (supporting children with cleft palates) or alternatively to a charity of their choice.

 

Want to know more?

 

You can pop in to offices overlooking lovely Winchmore Hill Green, look at our website at www.athertonyork.co.uk or give me a call on 0845 475 9009 for a free confidential and no obligation chat.

You can also download our brochure here

 

3.10c3

 

Neal

 

3.10b8

Address

  • Street: 29 The Green, Winchmore Hill
  • Postcode: N21 1HS
  • City: London

Contact

  • Telephone: 0845 475 9009
  • E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

Leave a comment

You are commenting as guest.