• Home
  • You
  • Us
    • Services
    • One Island
  • Insights
    • Investing
    • Pensions & Retirement Planning
    • Financial Planning & Organisation
    • Moving from UK to IOM
    • Scam awareness
  • Podcasts
  • Contact

Call us on 01624 660220

mail@thorntonfs.com
Client login
Thornton Chartered Financial PlannersThornton Chartered Financial Planners
Thornton Chartered Financial PlannersThornton Chartered Financial Planners
  • Home
  • You
  • Us
    • Services
    • One Island
  • Insights
    • Investing
    • Pensions & Retirement Planning
    • Financial Planning & Organisation
    • Moving from UK to IOM
    • Scam awareness
  • Podcasts
  • Contact

We love working with people like you

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

Read more

Employee looking to retire

Read more

Executive/director looking to retire

Read more

Retirees

Read more

Business owner

Read more

Meet Ian

Ian was introduced to us by his accountant 18 months ago. He’d built up a profitable business in the construction industry.

The first thing he said when we met was “I want to find my way out of this”. He’d enjoyed what he did and worked extremely hard but at the age of 53 felt that it had taken its toll.

After getting to know him, it transpired that Ian had taken some fairly big risks in growing his company, but not with the profits he had made from it. He’d bought a couple of run down three-bedroom houses which he’d done up himself and rented them out as he felt that he knew the property game well.

Most of his other assets were sitting in cash deposits within the company and in his personal name. He was aware that inflation was eating into his cash with interest rates having been so low for several years and this was starting to grate a little.

Read more

Meet Anna

Anna is 58 and married with two children who have now left home.

She had already taken the decision to retire before she came to see us, following a difficult period at work. What she primarily wanted from us was some advice on her various pensions.

She told us that she was in the process of encashing a personal pension she had saved into when she was a self-employed consultant in London.

She realised at this point that it may be sensible to pause for breath and take some professional advice.

Read more

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Finding the balance between today and tomorrow Let's talk
Thornton Associates Logo Transparent
  • Thornton Chartered Financial Planners
  • St. John’s Mill, Isle of Man, IM4 3AF
  • 01624 660220
  • mail@thorntonfs.com

Client login

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.

Latest News

Getting financially organised

Getting financially organised

25/05/2022

The thing is that most of us neither like to think or talk...

Adam Kelly’s April 2022 update

Adam Kelly’s April 2022 update

24/05/2022

Here is what Thornton sponsored athlete Adam Kelly has been...

Owner & founder of the Heavenly Beauty Empire, Donna Thomas, Island Influencer

Owner & founder of the Heavenly Beauty Empire, Donna Thomas, Island Influencer

18/05/2022

My Island Influencer this week is Donna Thomas, the owner...

Kind words

  • 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.

    Sam & Betty McBurney

Get our free email newsletter

 

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.

© 2022 · Thornton Associates Ltd | Privacy Policy | Site by Bear Content