We work with individuals who wish to delegate the responsibility of creating and maintaining a financial strategy.
Our clients are a diverse group. They are a wide range of ages, come from a wide range of professions and have a wide range of levels of investment experience.
Some come to us with a particular issue in mind. This could be a desire to have us answer questions relating to their retirement or a desire to begin planning to mitigate inheritance tax. Others have no particular issue in mind but recognise the value of having a professional take care of their financial planning.
Below you can read the thoughts of some of our clients on the work we have done and continue to do for them.
I would like to thank Ron for talking about finance in such an easy, understandable way that is neither patronising nor obscure. We feel in consequence that we can have confidence in him.
“Just sat here contemplating how far we’ve travelled in the last year since first meeting to discuss my pension options. From the first time we sat down to decipher the information coming back from the pension administrator, through your various comments about risk and opportunity offered by the various pension funds, you provided me with a sense of balance and confidence to handle these considerable decisions. So 12 months later, a pension fund performing to plan, a campervan business and a flat in town, retirement looks good and I wanted to thank you and your team for the support and advice over that time.”
“I recently required the services of a financial planner to assist in the setting up of a retirement scheme for myself when I took a partial early retirement. I was recommended to meet with Ron Turner of Throgmorton Financial Services and I can wholeheartedly recommend them and Ron for the advice, process and completion of my financial plan which was executed quickly, without fuss, and has left me feeling secure in the knowledge that I was given the best professional advice. Meetings were arranged to suit my situation, e-mails and telephone calls were responded to promptly and I was kept apprised of negotiations at all times. I would have no hesitation in recommending Ron Turner and Throgmorton for any requirements regarding financial planning.”
“Ron Turner has been looking after our finances for about 14 years. He has always been most helpful and informative, keeping us abreast of the latest ups and downs in the market place as they affect us. He is the first financial adviser we’ve found that puts our requirements first and foremost – giving us options at every turn.
We would recommend him thoroughly and have done so to many people.”