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
Clients
helped
helped
89
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£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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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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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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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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