Olly guided Jeremy through the consolidation of his pensions and investments to create a coherent strategy.

"I had never felt the need to take professional advice on my personal financial affairs before, but, nearly a year on from stepping down from full-time employment, I am delighted that I decided to engage Atherton York. From the start, the team in Cockfosters has been friendly and helpful. Neal and Olly worked with me to understand my priorities and objectives, always supporting rather than steering. Olly then patiently guided me through the consolidation of scattered pensions and investments into a coherent strategy, one which gives me both confidence for the future, and control. His approach is always conscientious and good-humoured, and I have come to value his technical expertise and experience hugely. Even more important than that, I feel he always has my best interests at heart, and I trust him completely. Finally, I think the overall service has been first class, responsive and efficient at all times, with no matter too small or obscure.'

Jeremy, Consultant, London