Stories

People approach us help with their Financial Planning for a variety of reasons. We’ve collated a few case studies here to illustrate some of the drivers behind Financial Planning.

Moving to the Isle of Man from the UK

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Employee looking to retire

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Executive/director looking to retire

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Retirees

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Business owner

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Registered office: The Elms, Westmead, Glen Vine, Isle of Man. Company number 101131C
Licensed by the Isle of Man Financial Services Authority, number 1283
Thornton Chartered Financial Planners is the registered business name of Thornton Associates Ltd.

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Kind words

  • 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.

    Martin Sewell

 

Chartered Financial Planners

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.

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