Planning for the Future, with Confidence
In this 5 minute video, our local client shares his personal journey as he approached retirement and sought expert support to help shape his financial future. Hear how working with Atherton & Associates provided the clarity, reassurance, and personalised advice he needed to make confident decisions — from understanding his retirement goals and appetite for risk, to building a long-term plan he feels comfortable with.
He explains why he chose his adviser: the benefit of regular, clear conversations, a strong relationship with a local team he trusts, and the added confidence of working with a St. James's Place Partner Practice.
His story reflects what we aim to offer every client — peace of mind, a plan with purpose, and support that feels personal.