Read the latest edition of the Atherton York Client Magazine for September / October 2018 to find out how to unlock all of your pension from the age of 55.
Find out in this issue about moving your ISAs and how to manage the move towards retirement.
Read the latest issue to find out more about protecting your estate for future generations, changes to tax in 18/19 and how to be generous grandparents!
This latest issue concentrates on global uncertainties affecting your financial planning, tips to maximise the tax you pay, and wealth preservation.
In this months issue, we discuss the importance of setting financial goals, the benefits of long-term savings into ISAs and implementing a financial back-up plan.
In this months issue, we explain how to turbo charge your pension to achieve a retirement lifestyle you want
Our latest magazine issue covers subjects such as the new state pension age, investing for income and the cost benefit of changing pension providers.
We discuss currency fluctuations, care costs and portfolio management in our July / August issue
In this issue, we discuss Brexit investment opportunities, pension freedoms and the new Lifetime ISA.
In this issue we look at ISAs with the deadline fast approaching, safeguarding wealth for future generations and managing risk when markets are turbulent.
My name is Simon Alexander. I have been an associate at Atherton York for just over a year. I am a professional who moved to London in October 2016 with my now wife, Sam. As we are a newly married couple, we are eager to purchase our first home together but, equally, we really want to travel and explore different countries too.
In this issue we discuss US Elections, the upcoming tax year end and the importance of saving for your children's future
Guide to 2017 investment outlook - Protecting your portfolio from any possible surprises
We discuss forecasted investment growths, your retirement years, SIPPs and wealth preservation.
In this issue we discuss the benefits of consolidating your pensions, financial planing for long-term sickness and the current pension freedoms.
This month we explain how the lifetime allowance reduction could impact your retirement options
"Neal Hall leads the company from the front, by being an exemplary professional in all his dealings."
We discuss the income options you have at retirement
We discuss the impact of Brexit on financial markets, the new State Pension as well as the Lifetime ISA
In this issue we discuss the current pension changes taking place this April, how to minimise tax on your investments and the importance of making year end retirement decisions.
Our latest magazine issue covers subjects such as setting investing and saving goals, the new tapered allowance for high earners and the pension changes you need to know.
Atherton York and Neal Hall have been featured in a five page article in trade magazine New Model Advisor.
Pension Navigator is a joint venture developed by Atherton York Chartered Financial Planners and Embrace Financial Consulting. It deals specifically with pension provision for businesses, with a focus on Auto Enrolment.
Our latest magazine issue covers subjects such as saving/investing for children and grandchildren, auto enrolment and the risks associated with investing.
Neal Hall is currently the number one IFA in Enfield on reviews website VouchedFor.co.uk! Neal's place a the top of the rankings for Enfield is testament to his quality as an IFA and the relationships he has with his clients.
In this issue for Q3 2015 we talk about inheritance planning, six principles to consider when investing and whether cash really is king as retirees exploit new pension freedoms.
Find out why you should always choose a firm and individual that are Chartered
In this issue for Q2 2015 we talk about the new pension landscape, key elements from the budget and give insight into some of the most suitable places to hold investments.
"Since being introduce to Neal my personal finances and organisation around them have been improved dramatically." More
We have now launched the Atherton York brochure that is available in both hard copy and as a pdf.
Atherton York have been chosen for an award by independent review site Vouched For. We have received 5/5 as an average score for our reviews!
Details and analysis of the Autumn Statement can be found in our comprehensive guide.
Besides the normal boring news, a penny on beer, three pence on cigarettes and the usual ‘support for small businesses and hard-working families’, there was plenty of meaningful content to this year’s budget which will potentially have profound impact on the world of personal finance.
More than £3bn was wiped off the share values of insurance companies and annuity providers within minutes of the announcement that annuities would no longer be compulsory for retirees.
Are you on the front foot and looking forward to using next year’s tax allowances as soon as the calendar ticks over onto 6th April? (well maybe not this year as it falls on a Sunday). Or are you a last minute planner and still struggling to find time to make use of your allowances for this current year?
It will not surprise you that for the fifth consecutive year the Winner of the Bank of the Year is once again the ‘Bank of Mum & Dad’.
Last month marked the fifth anniversary of the height of the Financial Crisis. Fear and panic gripped markets with newspaper and TV headlines dominated by the troubles of the High Street banks, stock markets and the property market.
Atherton York were awarded Chartered Status today by the Chartered Insurance Institute, the professional body for Financial Advisers.
"My wife and I have been extremely pleased with the financial advice service that we have received from Neal Hall."
"I was originally a corporate client of yours and retained services personally for your professional financial expertise, assistance and recommendations."
Robin and Chris had previously taken a scatter-gun approach to financial planning. Despite consistently using their pension and ISA allowances, the large number of products they had with a number of different providers meant they felt that planning was beyond their control.
Over the few years that I’ve been working with Neal he has restructured my investments and savings, which has resulted in a return beyond my expectation. Before any advice was given he took time to establish my appetite for risk and to understand my life plan.
Patricia and Bill were in thier mid 50s and close to retirement when they approached Atherton York for financial advice. They had both accumulated a number of small pension pots during their working lives and wanted to get the best retirement income to suit their needs.
Jeremy and Holly were expecting their first child when they approached us for advice. They wanted to have their affairs fully in place before the arrival of their child and all the demands that accompany this major event. As a conscientious couple they wanted to make sure that provision was in place.
"My wife and I have found Neal Hall at Atherton York cares about us as individuals, which is a rare trait these days. Nothing is too much trouble, and we have come to totally trust Neal to deliver his absolute best advice."