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Jean-Michel's expert guidance and negotiation skills enabled Vinnie to achieve a positive outcome.

athertonyork
May 31, 20241 min read

"Highly Recommend Jean-Michel's Advocacy and Financial Expertise


I enjoyed working with Jean-Michel Morelli on contesting exit charges associated with my previous pension provider. Jean-Michel's deep understanding of financial products and commitment to consumer advocacy were invaluable throughout the process.


Jean-Michel's expert guidance and negotiation skills enabled me to achieve a positive outcome. By successfully challenging the exit charges, I saved a significant amount of money (approximately £8,000) in fees. This demonstrates Jean-Michel's ability to navigate complex financial situations and secure favourable client results.


Beyond his technical expertise, Jean-Michel is also a pleasure to work with. He is professional, communicative, and genuinely invested in his clients' well-being. He kept me informed throughout the process and ensured I understood the steps involved.


I highly recommend Jean-Michel Morelli to anyone seeking a knowledgeable and dedicated financial professional who prioritises their clients' best interests."


Vinnie, Information Security Consultant, London


 
 
 

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Contact us

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Atherton York Limited
10 Station Parade
Cockfosters Road
Barnet
EN4 0DL
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Tel: 0208 882 2979
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To find out more about the services we offer or for a free, initial no obligation meeting please call 0208 882 2979 or email info@athertonyork.co.uk or use the contact form below.

Our office is on the right next to the Blue Olive restaurant as you drive along the high street heading north towards the M25. There is pay and display parking right outside the front door and we have disabled access.

 

We are also a 5 minutes walk from Cockfosters Tube Station which is on the Piccadilly line. Turn left when you exit the tube and walk down the road, you will see us in the first main parade of shops on the left. The nearest bus stops are outside the tube for the 299 and 298.

Directions & Parking

Atherton York Limited, Registered in England and Wales, Number: 8448380, Registered Address: 10 Station Parade, Cockfosters Road, Barnet EN4 0DL. Atherton York Limited is authorised and regulated by the Financial Conduct Authority. FCA Register Number: 740345. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.

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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

© 2023 Atherton York Limited

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