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Thornton Chartered Financial PlannersThornton Chartered Financial Planners
Thornton Chartered Financial PlannersThornton Chartered Financial Planners
  • Home
  • You
    • Stories
  • Us
    • One Island
    • Services
    • Fees
    • Our Process
  • News
  • Podcasts
  • Contact
  • COVID-19 Hub

We love working with people like you

Real clients, real stories

We are incredibly grateful to our clients who took part in the Personal Finance Society’s Power Live project, sharing on camera their experiences of working with Thornton.

In this short video, we hear from our life planning client Martin about the transformative power of Financial Planning.

If you want a roadmap to follow as you journey through life, Financial Planning is likely to be the answer you need.

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

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  • Thornton Chartered Financial Planners
  • St. John’s Mill, Isle of Man, IM4 3AF
  • 01624 660220
  • mail@thorntonfs.com

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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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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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