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, but Jean-Michel was always supportive and actually made finalising everything even easier for me in the end which was greatly appreciated. You are in extremely safe hands under his guidance, thanks again!

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 finances and requirements. He has helped us set up our investment plans with ongoing reviews of our financial goals that he manages on our behalf. He has also helped us establish a healthy saving plan for my kids and individual pensions for our retirements. Jean-Michel has on many occasions gone above and beyond our expectations providing his expert knowledge and support to help us understand the complexities of the world of investment and tax advice all in layman's terms, which is great! I wholly recommend his services as a financial advisor to help families who want financial security for the future.

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 effective advice and plans for early retirement and setting our son up financially for the future. We would highly recommend his services.

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 help to me. In many different situations, time and again, Jean-MIchel has offered reassuring advice that has put me in a stronger position.