Atherton York

Atherton York is a Chartered Financial Planning firm that provides independent financial advice for individuals and businesses. Established in 2013, they assist clients in managing their wealth and planning for the future through various financial services.
  • Pensions
  • Investments
  • Wealth Management
  • Retirement Planning
  • Lasting Powers of Attorney
  • Will Writing & Estate Planning

Size
Small
Phone
N/A
Email
N/A
Locations
10 Station Parade, EN4 0DL
02088822979
9:00 - 17:30
Digital Popularity
Social Media
Competitors
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
Vinit Mehta Wealth Management
Vinit Mehta Wealth Management is a financial advisory practice focused on helping clients achieve financial security and realise their dreams.
Company Details
Atherton York is operated by Atherton York Limited and is a Active company incorporated on 18 March 2013 with the registered office located in Barnet, Greater London. Atherton York Limited was registered 12 years ago.

Status
Active
Size
Micro
Directors
2
Age
12 years old
Employees
7
Turnover
Unreported
Total Assets
£223.47K
Cash in Bank
£105.5K
Total Liabilities
-£130.01K

Director • PSC • Chartered Financial Planner • British • Lives in UK • Born in Sep 1974
Director • Swedish • Lives in Sweden • Born in Sep 1977
Maria Hall
PSC • British • Lives in England • Born in Mar 1976
Teams
All
7
Management
5
Other
2
Marketing & Operations Director • Joined Jan 2013
Associate • Joined Dec 2015
Senior Associate • Joined Apr 2018
Graduate Associate • Joined Oct 2022
Senior Associate - Wealth & Estate Planning • Joined Dec 2023
Chartered Financial Planner • Joined Jun 2013
Fellow & Chartered Financial Planner • Joined Jan 2021
Marketing & Operations Director • Joined Jan 2013
Associate • Joined Dec 2015
Senior Associate • Joined Apr 2018
Graduate Associate • Joined Oct 2022
Chartered Financial Planner • Joined Jun 2013
Senior Associate - Wealth & Estate Planning • Joined Dec 2023
Fellow & Chartered Financial Planner • Joined Jan 2021