We are the Isle of Man's first and only Chartered firm of financial planners, a title awarded to us in February 2009 by the Chartered Insurance Institute. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the British Isles leading firms of Financial Advisers, wholly committed to providing you with the best possible financial advice, service and support, whilst being based offshore.
Our goal is to help our clients, whether individuals, trustees or small business owners, build, manage and protect their wealth.
We offer you independent financial advisory services designed to help make informed decisions about a particular aspect of your financial life. This includes income options at retirement, capital investment, pre-retirement planning, divorce including pension sharing, care fees planning, estate planning, trustee investment, family protection, business protection and redundancy financial planning.
If you are looking for the highest standard of advice and service from your independent financial adviser, this is the right firm for you.
Our Strengths; making financial plans which are simple and achievable. We ensure our clients, their families and businesses are kept up to date as their circumstances, goals and the financial world changes. We are experienced in advising new clients moving to (and from)the IOM from other jurisdictions, and also working with other professionals to provide ‘joined up’ thinking. Financial Planning works best when all aspects can be balanced to provide the optimum solution to your needs - this is our aim. Whilst experience is extremely important, we feel our continually increasing level of Financial Planning qualification allows us to keep at the forefront of the constantly changing financial scene.
Our Service; Independent Financial Advice to Isle of Man residents and to expatriates; aiming to provide a highly personal and effective financial planning service for individuals, the self-employed and small to medium sized businesses from a highly regulated Offshore jurisdiction. In this current climate it is probably even more necessary than ever that all avenues are pursued in the protection of personal, family and business assets and lifestyles. Investment advice is a speciality; we work with you to attempt to achieve not only your medium term goals, but also perhaps with a view of passing wealth onto the next generation tax efficiently.
Latest News
Boiler Room Scams
26th January, 2010
There's really no excuse to be scammed by these fraudsters. If you receive a phonecall out of the blue purporting to offer some wonderful investment opportunity, for goodness sake, check it out with a locally regulated financial adviser - preferably
Here comes inflation again
20th January, 2010
CPI Inflation rose from 1.9% to 2.9% between November and December, the largest rise in the annual rate in nearly 20 years (consensus was 2.6%). The surge in inflation was mainly due to base effects as the VAT cut and sharp falls in petrol prices in
Consultation on proposed taxation of IOM residents via investments
18th January, 2010
The IOM Government, in it's anxiety to raise additional sources of revenue following the cuts our share of the UK VAT sharing arrangment, is looking at applying a stealth Capital Gains Tax to IOM residents via taxation of investments;
the Isle of 'White'
8th January, 2010
we didn't think we would get the front page AND a free advertisement!
5 Financial Products to Avoid
30th December, 2009
Is your New Year's Resolution to sort out your finances? To help you avoid some of the pitfalls Sharon Sutton, MD and Chartered Financial Planner at Thornton Associates Ltd describes where you should not start. Some financial products leave y
