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
Response rating
7.0 /10
FCA verified
9th December 2019
We specialise in providing financial advice to make the most of your money and enable the lifestyle you desire.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
Meet our advisers
Neal Hall FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
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
Where to find us

Atherton York, Cookham House, 29 The Green, Greater London, London, N21 1HS

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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We understand that everyone’s different, and that’s why our financial planning approach is as individual as you.