Response rating
7.0/10
FCA verified
13th November 2017

Atherton York Limited

Independent Financial Adviser Atherton York, Cookham House, 29 The Green, Greater London, London, N21 1HS
First meeting at adviser's own cost
We specialise in providing financial advice to make the most of your money and enable the lifestyle you desire.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Neal Hall FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I was originally a corporate client of Neals and retained his services personally for his professional financial expertise, assistance and recommendations, which proved fundamental to my ability and decision to retire. He greatly assisted my husband and I in taking our pension annuities and tax free lump sums, undertaking open market surveys, resulting in substantial enhancements to our monthly income. Neal has provided us with a bespoke, professional service. He is attentive, informative, friendly and certainly never puts us under pressure to make any decisions. He will listen to our queries and concerns and provides informative and sound advice which is completely in tune with ourselves. We value his sound judgement as he explains the miriad of financial products in layman's terms. We highly recommend Neal's services and have already done so to family and friends.
Donna and Tim Davis, Hampshire
Since being introduce to Neal my personal finances and organisation around them have been improved dramatically. The advice and direction I have received has lead to some excellent tax planning both in my pension and other investments, which I would have missed out on without the direction given. The level of service we have had and continue to receive is excellent and really makes me feel confident my wife and I have built a strong trusting relationship with Neal.
Andrew Chaplin, London
My wife and I have been extremely pleased with the financial advice service that we have received from Neal Hall. He has always been a good listener and very patient in finding out exactly what sort of investments would best suit us. He has dealt with any questions or requests with prompt efficiency and been very open about the cost and extent of the service he undertook to provide. Neal combines a detailed and enthusiastic knowledge of financial planning with a fundamental integrity that inspires trust and is a most welcome change from the cynicism and greed that seems endemic in certain parts of the financial world.
James and Eileen Brown, Cornwall
Where to find us
About us

We are a Chartered business that provides independent financial advice for individuals and companies.

Our services

We’re experienced in providing comprehensive, high quality financial advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Atherton York Limited, Registered in England and Wales, Number: 8448380, Registered Address: 29 The Green, London, N21 1HS. Atherton York Limited is authorised and regulated by the Financial Conduct Authority. FCA Register Number: 740345. The information contained within the website 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 National Savings, tax planning and estate planning.

Similar advisers near you

Independent Financial Adviser 0.94 mi
Helping you to reduce tax, grow your money and provide certainty in retirement and long term care
 
Independent Financial Adviser 1.45 mi
Our goal is to provide clear, effective, ongoing bespoke strategies for protecting, preserving and growing our client's wealth and wellbeing.
 
Independent Financial Adviser 1.5 mi
 
 
Independent Financial Adviser 2.85 mi
Chartered Financial Planners. We stand by our promise to use plain, jargon-free language. We'll respond within 1 working day.