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  7. Atherton York Limited

Atherton York Limited

Independent Financial Adviser  Atherton York, Barnet, Hertfordshire, EN4 0DL
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Neal Hall FPFS
Chartered Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to business.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
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
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
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
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.

Where to find us
Head office address: Atherton York, 10 Station Parade, Cockfosters Road, 29 The Green, Barnet, EN4 0DL
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 18th October 2021

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