A firm of Independent Financial Advisers, specialising in:
We are part of Throgmorton Capital Management Limited a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority (number 827982). We can assist you with financial planning advice on a wide range of subjects, including Pension Reviews and Transfers, Savings and Investments, Inheritance Tax and Estate Planning and Protection.
All initial meetings to discuss your financial circumstances are FREE of charge, but before you contact us or anyone else, you’ll probably want to consider what is best for you. To help you decide, read our FAQ’s, where we have covered many frequently asked questions, as well as showcasing various informative videos on topics such as how Independent Financial Advisors work, Pension Advice and Planning, Estate and Inheritance Tax Advice and Planning and much more.
We have been rated as one of the Top Independent Financial Advisers in the UK, by the national website, Vouched For, for the last 11 years, based on the level of customer satisfaction scores given by our clients. We’ve been given almost 400 5 star reviews by our clients who value us for our straight forward no nonsense advice.
If you’d like to arrange a meeting, or just have an initial chat, please call us on 01282 614 444 or drop us an e mail.
We look forward to hearing from you.
BA (Hons)
Marketing Manager
Administrator
Dip PFS EFA
Independent Financial Adviser
FPFS
Chartered Independent Financial Adviser
Security
Dip PFS BA (Hons)
Paraplanner
Paraplanner
Office Manager
October news from Christina Clegg your local financial adviser The number of tax payers leaving the UK has risen to almost 70,000 last year. Up 30% on the year before. This is a worry for HMRC and your local financial adviser! HSBC has announced that it is cutting 70% of its advisors (almost 300 staff). Despite having moved back into the financial advi...
Awards and Accreditations
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