Atherton & Associates Wealth Management Ltd

Supporting you, your family & your business with comprehensive, easy to understand financial advice.

Atherton & Associates support their clients with all aspects of financial planning; from helping to grow their savings and investments to provide the future they want, to planning for retirement and passing on wealth to the next generation as tax efficiently as possible.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Atherton & Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorized and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products.

SJP Approved 15/09/2023