Established in 2000, Thornton Associates is the Island's first and only firm of Chartered financial planners. Our primary goal is to help you build, manage and protect your wealth now, and in the future. We provide a real client-focused ongoing service that helps clients, whether you are a private individual, trustee or small business owner, to get what they want; ideally for helping them identify, achieve and maintain their desired lifestyle without ever running out of money. That is what we, as financial planners do best. Working to the highest ethical and professional standards, we provide the independent financial advice you need to you make informed decisions about your income options at every stage of your financial life: • Business protection • Capital investment • Care fees planning • Estate planning • Divorce (including pension sharing) • Family protection • Pre-retirement planning • Relocation financial planning • Retirement income • Redundancy financial planning • Trustee investment. If you are looking for the highest standard of advice and service from your independent financial adviser, wealth managers or financial consultants, this is the right firm for you. Our Strengths; Making financial life 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 made more complex when having to consider many UK, European and wider influences. 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 essential that all avenues are pursued in the protection of personal, family and business assets and lifestyles. Investment advice and wealth management 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 using the many planning vehicles available; eg trusts, QROPS, SIPPS, Offshore Companies.
Latest News
Top 10 useless financial products Which? experts name the products you don’t need
11th August, 2010
Experts who worked on the title, currently available at newsagents nationwide, have identified ten financial products that are usually useless - and which could leave you seriously out of pocket.
NSI pulls inflation linked savings product
20th July, 2010
NS&I, the government backed savings institution, has withdrawn its savings certificates from sale and reduced the rates on other products in a blow to savers struggling to make a return above inflation
Eurozone crisis could hit structured products
7th July, 2010
The collapse of US investment bank Lehman Brothers showed that an alarming number of structured products were making promises which were literally too good to be true. Now, the industry's fight to prove that it can offer low-risk, high-return product
Insurance Giant Uses Isle of Man Firm for Advice
22nd June, 2010
By Duncan Foulkes: Independent Financial expert Sharon Sutton is celebrating after being recognised as having a key role in the development of a new business development platform
The best returns are made when it feels uncomfortable to be investing
15th June, 2010
How can Greece, a country that accounts for only 2% of Eurozone GDP, cause such trauma?