Atherton York says it puts people above profit. This is why, believes managing director Neal Hall, it has a 99% client retention rate and that 75% of new business comes from client referrals and professional connections.

The firm prides itself on communicating clearly and regularly with clients. Having engaged the Yardstick Agency to help with more regular and consistent communications, it sends every client a quarterly email newsletter with topics covering everything from wealth management and tax changes to law updates and pension allowances. It also produces a bi-monthly online magazine for its clients. Recent articles include threats from inflation, behavioural finance and family gifting strategies.

Keen to invest in its people, Atherton York recently employed a graduate who will be trained to chartered financial planning status within three to five years.

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