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
Office Manager
BA (Hons)
Marketing Manager
Paraplanner
Security
Dip PFS EFA
Independent Financial Adviser
Dip PFS BA (Hons)
Paraplanner
FPFS
Chartered Independent Financial Adviser
September news from Christina Clegg pension financial advisor 4 million people have withdrawn money from their pensions early since flexibility was introduced in 2015. This doesn’t include money taken from the tax-free pension lump sum. 2.4 million of those people were under retirement age. A record 580,000 people paid Capital Gains Tax (CGT) last ye...
Awards and Accreditations
Mrs C
Mr M
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