Life at our Practice
At the heart of our financial planning Practice is a vibrant team culture built on connection, community, and purpose. At Atherton & Associates we believe financial planning is about more than just numbers – it’s about people, community and making a difference.
On this page, you’ll find a full introduction to our Practice as well as an inside look at life beyond the advice – from the local events and community projects we proudly support, to the charities we fundraise for through skydives, volunteering, and more. You'll also get a glimpse of the fun behind the scenes, including team celebrations and the occasional blooper. It’s all part of what makes us a people-first financial planning firm that’s passionate and aims to make a positive impact. Here you can explore the heart of our team and what life is really like at our Nantwich-based financial planning Practice.
We’re proud to support a range of local causes and initiatives, from regular fundraising for The Wingate Centre, to backing Nantwich Town FC and the Nantwich Foodbank. Our team also gets stuck in with charity events – from skydives and mountain climbs to volunteer days – all while having fun as a team behind the scenes (check out the blooper reels!) We are also proud of the amazing work done by the SJP Charitable Foundation who have also helped us to support causes close to our hearts.
Meet Our Director – Who We Are, What We Do, and Who We Help
In this video, our Director introduces our financial planning Practice – who we are, and how we help clients achieve clarity, confidence, and peace of mind with their finances.
We offer personalised financial advice to individuals, families, and business owners across a wide range of services – including retirement planning, investment strategies, protection, and inheritance planning. Our approach is built on trust, integrity and long-term relationships, with some families choosing to work with us across five generations.
Whether you're just starting out, planning for retirement, or looking to leave a legacy, we’re here to support you with expert advice tailored to your goals.
Watch the video to discover how we work in partnership with our clients to simplify the complex and help them take control of their financial future.
What to Expect from Our Onboarding Process – with Financial Planner, Tony Dhanjal
In this video, Financial Planner, Tony walks through our personalised onboarding process and how we put clients at the centre of everything we do. From the very first meeting, it’s all about understanding what truly matters to you – your goals, motivations, and aspirations – so we can build a financial plan that reflects your life, not just your numbers.
Tony explains how we take the time to listen, ask the right questions, and create a clear, structured path tailored to your unique circumstances. Our onboarding experience is designed to be transparent, supportive, and empowering – helping you feel informed and in control from day one.
Watch the video to learn how we make financial advice personal, purposeful, and built around what you want to achieve.
Clear, Straightforward Financial Advice – with Richard Peddie
In this video, Financial Adviser Richard Peddie shares his approach to making financial planning simple, transparent, and stress-free. He explains how his role is all about cutting through the jargon, giving clients confidence in their decisions, and guiding them through the process with clarity and ease.
Richard understands that financial advice can feel overwhelming, which is why he focuses on creating a smooth, straightforward experience for every client. Whether it’s retirement planning, investments, or protecting your future, he’s here to provide clear explanations, honest guidance, and a plan that makes sense to you.
Watch the video to hear how Richard helps clients feel in control of their finances – without the confusion.
The Importance of Strong Client–Adviser Relationships in Financial Planning
In this video, Rick Astbury, our experienced Financial Planner, shares his passion for building long-term, trusted relationships with clients. He explains how truly understanding each client’s personal goals, values, and future aspirations is central to delivering tailored financial advice that makes a real difference.
Rick believes that financial planning isn’t just about numbers – it’s about people. Whether supporting clients through retirement planning, investment strategies, or helping them leave a legacy, Rick is driven by the impact his advice can have on real lives.
Watch the video to learn more about how a strong adviser–client relationship can be the key to achieving financial clarity, confidence, and peace of mind.
Bringing Your Financial Future to Life – with Voyant
In this video, Financial Planner Lauren explains how we use Voyant, a powerful financial planning tool that helps turn your goals into a clear, visual plan.
Voyant allows us to create a personalised financial timeline based on your income, expenses, savings, and life goals. Lauren shows how we use the software to model different “what if” scenarios – such as retiring early, helping children financially, or navigating unexpected events – so you can see the long-term impact of your choices before making them.
This interactive and visual approach helps make financial planning feel less daunting and far more engaging. As Lauren explains, it’s all about giving you greater clarity, confidence, and control over your future.
Whether you're planning for retirement, investing for the future, or building a legacy, Voyant helps us deliver advice that’s clear, collaborative, and completely tailored to you.
Behind the Scenes at Atherton & Associates Wealth Management Ltd – Bloopers & Outtakes
At our Practice, we take financial planning seriously – but we’re not afraid to have a laugh along the way! In this light-hearted bloopers reel, you’ll see some behind-the-scenes moments that didn’t quite go to plan during filming.
From unexpected interruptions to tongue-tied moments, this video shows the real people behind the professional advice – the team that works hard to support our clients, while keeping things human, friendly, and down-to-earth.
We believe that financial advice should be approachable and personal – and we hope this glimpse behind the curtain gives you a sense of the warm, honest relationships we build with our clients every day.
