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.
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.
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.
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