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

  • 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.

    John Hollis

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