Our Chartered status is your guarantee of a higher level of expertise in personal and business financial advice, as it requires us to be held to prestigious standards set out by the Personal Finance Society.
As a Chartered Financial Planning firm Thornton is required to have a Chartered Financial Planner available for clients within ten days of a request, although we would always try to facilitate sooner.
Our focus is on delivering exceptional outcomes for our clients, hopefully their comments on our service will inspire confidence that we can do the same for you.
“Both my wife and I are very happy to let Sharon handle our affairs, including our succession planning. Not only have we had help with the older generation but the younger generation too.”
“The lifestyle financial planning process helps to get you thinking. Thinking about how best to spend time and then how to use your financial resources to support what you want to do most.”
"Time was taken to meet with both my wife and I, we were able to picture what our lives ahead could look like. It was a bit like a time machine. We were able to make decisions about our future with clarity and focus."
"I admire Sharon’s high level of professionalism but the big one is that she actually listens to what you are trying to achieve not just in the next five years but in the next 30. Then she delivers what is right for you."
"We found the lifetime projections very useful in terms of knowing what we have and haven’t got and how to organise ourselves well into the future."
"I am very impressed with the lifestyle first approach. It was something I wasn’t expecting. It’s clear that it’s not selling financial products for the sake of it but it’s a focus on needs first. Both my wife and I were intrigued by the cash flow modelling and found looking at the effect of cash expenditure over time really informative."
As a Chartered Financial Planning firm we are required to have a team of highly qualified and experienced people.
Having founded Thornton in 2000, Sharon became the island’s first Chartered Financial Planner in 2009 and was national President of the Personal Finance Society for the year 2017/18 having been first elected to the board in 2012.
Born on the Isle of Man, Sharon is married to fellow Director Jools and together they enjoy cycling, running and skiing with their son Luke. Both Sharon and Jools are passionate about their island home and investing back into the local community.
A Chartered Financial Planner and Trust & Estate Practitioner, John spent most of his working life with Friends Provident International in 1990, fulfilling various roles in investments, tax and estate planning.
Born on the Isle of Man, John enjoys outdoor activities with his family of two young daughters and wife Jill, a Community Occupational Therapist.
Natalie entered the finance sector in 2009 with Friends Provident International. Starting in Customer Services, she quickly progressed to the Technical Department and attained the coveted Chartered Financial Planner status, and won the island’s Glyn Gilbert Award for Academic Excellence.
Manx born, Natalie plays rugby at Vagabonds RUFC in her spare time, and has recently added cooking to her large list of hobbies.
Jools joined Sharon in 2007 and studied to achieve the diploma in Financial Planning, Dip PFS. Jools now heads up the finance and compliance areas of the business.
An eight time winner of the Isle of Man Golf Championship with a golfing career highlight of playing in the Seniors British Open at Turnberry in 2006, Jools likes trying to keep fit so can continue to cycle, run, ski and of course play golf.
Kate joined Thornton in a key client supporting role in 2010, following four years in the Discretionary Team in the Investment Department at AXA Isle of Man.
Manx born, Kate was schooled at Castle Rushen before going on to the University of Chester. Kate enjoys travelling with her young family but when on island, a trip to Fenella Beach in Peel brings back happy childhood memories.
Achieving a Higher National Diploma in Business and Finance, Clare worked for the Operations Team and Trust Team of Coutts (IOM) Limited before moving to Barclays Wealth in the Credit Operation Team and then joining the Thornton team in 2014.
Born in Northern Ireland, Clare moved to the island in 2000. Married to Peter with two children, Clare spends her free time running, exercising and spending time with family and friends.