Service:
The focus is to help individuals, trustees and small business owners build, manage and protect their wealth. A range of independent financial advisory services designed to help with tactical decisions about a particular aspect of your financial life. Services include: retirement income options, capital investment, pre-retirement planning, divorce including pension sharing, care fees planning, estate planning, trustee investment, family protection, business protection and redundancy financial planning.
Strengths:
The only Chartered Financial Planners in the Isle of Man (C.I.I. verified), satisfying rigorous criteria relating to professional qualifications and ethical good practice. Financial plans are kept simple and achievable with regular reviews. Advice available to new clients moving to and from other jurisdictions.
Business Hours: Mon – Fri: 9.00am – 5.00pm out of hours appointments may be arranged.
Customers say: “Financial advice that is personal, friendly and based on sound knowledge.” Information is presented in a straightforward manner which is not at all intimidating. “Sharon gave me financial advice in a professional, attentive manner which was backed up by her wonderful expertise.” The whole team show an interest in their clients. “They are very helpful on all financial matters.”
Thornton Associates Ltd
Chartered Financial Planners
Contact:
Sharon Sutton,
The Elms,Westmead,
Glen Darragh Road,
Glen Vine,
Isle of Man,
IM4 4BB
Tel: 852070
Fax: 852073
Email: mail@thorntonfs.com
www.thorntonfs.com
Licensed by the Financial Supervision Commission of the Isle of Man
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