Atherton York

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

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Recently added
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

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,...
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...
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...
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...
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...
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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