Athelis Financial

Hi I joined athelis financial exactly a year ago and wished I’d have known about it sooner my pension is really doing well under their management they exceeded what they thought I’t would do so happy I met Callum hassan for his services just wished I’d have known a lot sooner I was always worried about my pensions not making anything but now I can look forward to a happy retirement.. thank you athelis finance especially Callum 🙏

Just thought would give a shout out to Chantel Stringfellow and the team at Athelis Financial. In what can be a very confusing arena we have received excellent customer care and service from Chantel. She came to our home and listened to our hopes for the future and took details of our circumstances. She got back to us promptly with a strategy. After a while looking at other options we plumped with the proposals from Chantel. Once signed up to the plan Chantel kept us in the loop and responded quickly to questions and phone calls which is so important when making big financial decisions. At the moment we are early in our financial relationship but feel confident that from interactions so far they can only go from strength to strength. Barry and Julie Lyon

After contacting the firm Chantel came to our house, she was very pleasant, easy to speak to and did not try and push us into making any quick decisions. We are both new to investing and she explained things in detail, we were not pushed into anything and she answered all our questions knowledgably and politely . She made us feel at ease while we attempted to understand all the points involved in investing, we felt confident in Chantel and we have texted her a few times since then and she has responded almost immediately . A lovely person to deal with and gave us the confidence to invest.

I transferred my 2 modest pension pots to the care of Callum at Athelis Financial early in 2025. I have recently completed a review with Callum to learn that my pension pot has increased by 16% in one year and is now continuing to grow nicely. To say I am happy is an understatement, I just wish I had taken advice from Callum earlier. I have always been treated with respect and the company is very professional and reliable , calling exactly when they say they will call and Callum is friendly and informative. I have already recommended Callum to a few friends and will continue to do so

Clear communications, with explanations. Great results from my pension investment. Great service.

This company has helped me so much when my father passed. Jamie-Lee and Callum have been so helpful. Answered any question I had no matter what it was. I am grateful for the help and would recommend.

Callum has been available to answer any questions or concerns that I have raised. He has been courteous and polite throughout my involvement with St James Place. It is testament to his commitment to his role that he has remained in his substantive post throughout my involvement. Thank you Callum for an excellent service.