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

  • 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 future.

    Eric Taggart

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