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.
Administrator
Paraplanner
Security
Office Manager
BA (Hons)
Marketing Manager
Dip PFS BA (Hons)
Paraplanner
FPFS
Chartered Independent Financial Adviser
Dip PFS EFA
Independent Financial Adviser
Do you need financial advice on pensions? If you do, we can help. More and more people are choosing to cash in their pensions either in full or in part but is it the right thing to do? That’s where financial advice on pensions would help. Since 2018 the number of people cashing in their pension in full has increased by almost 30%. That means over 100,000 mo...
Awards and Accreditations
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