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.
Paraplanner
FPFS
Chartered Independent Financial Adviser
BA (Hons)
Marketing Manager
Administrator
Office Manager
Security
Dip PFS BA (Hons)
Paraplanner
Dip PFS EFA
Independent Financial Adviser
According to Quilter without the benefit of a money advisor, over £300 billion in cash savings are sat in bank accounts that pay no interest at all. But why? That main reason seems to be a lack of interest (literally!). Almost 40% of people say that they don’t talk to anyone about their finances, let alone a professional money advisor. 27% said tha...
Awards and Accreditations
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