Atherton York

Initial consultation free
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We can advise you on

Recently added
£50k+
£100k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Jean-Michel Morelli
Fellow & Chartered Financial Planner

What our clients say

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Mathew Kyprianou
I couldn't recommend Jean-Michel more. Expert knowledge, advice, patience and a genuine want to understand me and my family situation. As a company director it was often me slowing the process down,...
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Alice Nursiah
Jean-Michel has been fantastic to work with. He’s been professional, thorough, prompt and adaptable. He considered all our needs and relative investment inexperience and came up with simple but...
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Liliana Dimovska
I have received outstanding service from Jean Michel! He made the entire process of setting up a company pension a breeze to understand and helped me choose the perfect pension fund for my financial...
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Derek Wilson
Jean-Michel is a very professional, proactive and detailed oriented financial planner at Atherton York. He provides expert advice and solutions with the carefully considered implementation of our...
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Steve Smith
I've worked with Jean-Michel for years, and I've recommended him to so many family and friends that I've lost count. His detailed and pragmatic advice, both short-term and long-term, has been a huge...
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Jessica Figueras
J-M is a terrific adviser; he's knowledgeable, calm, professional, a great listener and always goes the extra mile. Highly recommended!

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