Business Details
17 Years
experience
Your Trusted Partner for Financial Planning Solutions
Throgmorton Associates was established in 2009 and operates as a Senior Partner Practice of St. James's Place. Our expertise lies in providing personalized, face-to-face wealth management advice tailored to individual long-term requirements. We focus on building enduring client relationships by offering comprehensive services in investment management, retirement planning, protection planning, and corporate financial solutions. As an Appointed Representative of St.James's Place Wealth Management plc, we adhere to rigorous regulatory standards under the Financial Conduct Authority. Our team of experienced advisers delivers client-centric strategies, combining technical proficiency with a deep understanding of personal financial goals. We serve clients across the UK, emphasizing transparency, trust, and long-term value creation through bespoke financial solutions.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Details
- Year established: 2009
Highlights and features
- We build long-term relationships through personalized financial strategies
- Our advisers are part of the FCA-regulated St. James's Place network
- Specialist expertise in investment management and retirement planning
- Client testimonials highlight exceptional service and trustworthiness
- Tailored advice for both individual and corporate financial needs
What people say
Friendly and professional
Trust the advice
Excellent service
Knowledgeable and patient
Tailors advice to needs
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals and risk tolerance. We offer access to St. James's Place's expertly curated funds while maintaining personal oversight of your assets. Regular review meetings ensure your investments remain optimised for changing market conditions and life circumstances.
Retirement Planning
We develop comprehensive retirement plans that consider your current financial position, future aspirations, and tax implications. Our advisers help consolidate pensions, optimise contributions, and create sustainable income strategies for post-retirement life.
Protection Planning
Our protection services ensure your financial security through tailored insurance solutions. We assess life cover, critical illness, and income protection needs to create safeguards that protect both you and your family against unforeseen circumstances.
Corporate Services
We provide strategic financial planning for businesses, covering succession planning, director remuneration, and corporate investment strategies. Our solutions help business owners optimise company finances while aligning with personal wealth objectives.
Mortgages
Our mortgage advisory service offers comprehensive guidance on residential and buy-to-let financing options. We help clients navigate complex mortgage markets to find competitive solutions that align with their overall financial strategy.
People
Adam Copsey
Wealth Manager
With over 15 years of experience, Adam provides expert financial advice focused on long-term client relationships. He specialises in creating tailored investment strategies that align with individual life goals and financial circumstances.
Becky Furber
Partner
Becky delivers professional financial advice with a focus on pension consolidation and retirement planning. She has built a reputation for making complex financial matters accessible and understandable to her clients.
Sara-Jane
Financial Adviser
Sara-Jane specialises in helping clients navigate retirement planning with clear, jargon-free advice. Her approach combines technical expertise with empathetic support during significant life transitions.
Nick Jones
Wealth Consultant
Nick provides expert guidance on long-term financial planning, with particular experience in helping professionals transition from corporate careers to retirement. He focuses on creating sustainable income strategies.
Sean Clifford
Mortgage Specialist
Sean offers expert mortgage advice, helping clients navigate residential and investment property financing options. His approach focuses on aligning property strategies with broader financial objectives.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial solutions, and mortgage advisory services.
How do you tailor financial advice to individual needs?
We conduct detailed consultations to understand your unique circumstances, goals, and risk profile before creating customised financial strategies.
Are your financial advisers regulated?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
How are your investment management fees structured?
Fee structures are transparent and discussed upfront, typically based on a percentage of assets under management with no hidden charges.
Can you help with pension consolidation?
Yes, our specialists assist clients in consolidating multiple pensions into streamlined, tax-efficient investment portfolios aligned with retirement goals.
Do you offer ongoing financial support?
We provide regular review meetings and continuous support to ensure your financial plan adapts to changing circumstances and market conditions.
