Savings & Investments

It is very important to us at Thornton Associates that we fully understand your financial objectives before we make any recommendations on investments.

We therefore start the process by meeting with you in person, or by phone, conference call, etc. if you are abroad, to discuss your requirements, taking account of all relevant issues, including:

• Attitude to investment risk
• Your desired return on capital
• Short-term needs (eg. to keep some funds readily accessible)
• Long-term needs (eg. capital growth and/or regular income)
• Taxation
• Flexibility
• Existing investments
• Your residence and domicile status and intentions

Having agreed your precise objectives, we begin the task of selecting the investments that are the best for you. As Independent Financial Planners we can choose from the whole of the market and prepare a plan to meet your objectives. We can also review your existing portfolio to ensure that it remains appropriate to your circumstances.

These investments can include Regular Savings, Pensions, Investment Bonds, Unit Trusts and be incorporated in portfolio management.

Having obtained the Chartered Insurance Institute’s advanced Investment planning qualification Sharon is an investment specialist. She is able to undertake complex investment planning and has extensive experience in employing offshore solutions for individuals, companies and trusts.