Jean-Michel helped Katie create a diverse, cost efficient investment portfolio and retirement plan.

"Jean-Michel has provided excellent and sound financial advice to me over the past few years. He has helped me to plan for my retirement in a straightforward way that ensures I have a diverse and cost efficient set of investments that are performing well so far and which match my risk profile. He takes time to explain the recommendations clearly, thoroughly and is very quick to respond to my questions or dealing with follow-up actions after each review. Overall, I made an excellent choice when I approached Atherton York to review & improve my financial situation after a number of poor financial decisions that I took while working abroad. I have really appreciated the help and friendly, professional service that Jean-Michel, and his colleagues have provided."

Katie, Director, London