Atherton York Chartered Financial Planners

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1 Atherton York Chartered Financial Planners

2 Atherton York has always provided an accurate, professional and reliable service. I would recommend using their services without hesitation Extremely knowledgeable and creative advisers, who come up with relevant suggestions The expert advice received has enabled us to plan our finances for the future, from which we are now seeing substantial benefits Atherton York provides financial advice for individuals and businesses. Based in London, but with clients nationwide, we specialise in understanding and working with people who want to make the most of their money to enable the lifestyle that they desire. 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. Their advice and direction has led to some excellent tax planning both in my pension and other investment that I would have missed out on without the direction given 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 at the highest possible level in our profession, putting Atherton York in the top tier in terms of qualifications and professionalism. 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!

3 Our Services. Not all Financial Planners are the same. Atherton York provides Chartered financial planning advice but we don t just work with money, we work with people and make their hopes a reality. Financial planning is about choices and making your money work for you in the best way possible. We can help you to plan and use your money wisely so you can lead the life that you want and achieve your goals. We re experienced in working with all types of people from all walks of life and with all types of financial goals. So whether you re just staring out and want to make sure you plan for your future, have recently experienced a life event such as getting married or having a child and want to plan for your loved ones or are reaching retirement and want to live life to the full we can help. Atherton York provides Chartered financial planning advice which is independent and covers the entire market. Services we offer are: Investment strategy for an appropriate level of risk and return to maximize your assets, using products such as savings accounts, ISAs and general and alternative investments. Pension strategy to effectively manage your pension portfolio and safeguard your retirement plans. Financial protection to plan for potential disasters and threats to your financial plan and identify protection strategies including life assurance, critical illness and health insurance. Tax planning to maximise the tax efficiency of any strategy and minimise your tax liability, incorporating mitigation strategies and assisting with selfassessment, wills, trusts and probate. Cash flow analysis of your incomings and outgoings, to forecast for key life events such as children, university fees and retirement and structure your finances wisely. Financing and debt management to identify the best approaches to property financing and where appropriate refer to our preferred mortgage adviser. Atherton York specialise in providing independent financial advice, working with you to make the most of your money so you can have the lifestyle that you desire. We pride ourselves on delivering the right combination of traditional values with exceptional knowledge and experience, whilst making use of the latest technology. Our values are: Integrity It s important to us that we act with the utmost integrity and that our clients can be confident in our advice. Caring We care about our client s lives and appreciate the consequences of their financial decision-making. Collaborative We believe that the best financial advice comes from collaborative working relationships; we work hard to build trust and mutual respect with our clients. Knowledgeable Our in-depth market knowledge, education and experience means we can provide our clients with sophisticated and comprehensive financial planning. Security We know it s our job to deliver security and peace of mind to our clients and our approach and services are designed to deliver this. Charity is important to us Every time a client refers a member of their family, a friend or a colleague to Atherton York, we will donate to our supported charity or alternatively to a charity of their choice. We also take part in financial awareness programmes that educate some less well off families about how to organise their finances. We invest our own time in these schemes because they help those most in need, but less able to pay for valuable financial advice, which can make a real difference to them and their lives.

4 Our Team. Neal is a true expert in his field providing useful advice and ideas to even the most financially aware of investors. His extensive knowledge and client focus have delivered results for me Atherton York has a small but very experienced team. We are also part of a large national network of advisors that provide our regulatory and legal framework. Our principal Chartered Financial Planner is Neal Hall, who is also a Fellow of the Personal Finance Society. He is supported by a technical assistant and an administrator. Atherton York also works closely with our preferred mortgage advisors, accountancy and law firms. Neal has over 17 years experience working as a financial services professional and has delivered personal planning to a wide range of individual and corporate clients. Neal Hall Chartered Financial Planner Since I ve been working with Neal he has restructured my investments and savings, which has resulted in a return beyond my expectations What has impressed us has been the way Neal combines a detailed and enthusiastic knowledge of financial planning with a fundamental integrity It has been a great relief and comfort in these volatile and worrying times to feel that our savings are being looked after by somebody with such high professional and ethical standards

5 Contact Us For a no obligation chat, please call us on or info@athertonyork.co.uk Further details can be found at: Atherton York Limited, Registered in England and Wales, Number: Registered Address: 29 The Green, Winchmore Hill, London N21 1HS. Atherton York Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. The information contained within this brochure is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK. The Financial Conduct Authority does not regulate cash ISA, Will writing, Tax Advice and Trusts.