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A personal approach to wealth management

Independent Advice. Bespoke Solutions.

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Acting on your behalf, our IFAs help you make the right financial decisions.

IFAs give unbiased and unrestricted professional advice about the whole range of financial products from all the different companies. Throgmorton, established in 2002, is rated by Plimsoll to be among the UK’s leading and strongest IFAs. We are authorised and regulated by the Financial Conduct Authority (FCA) and specialise in providing clear, impartial advice regarding all aspects of financial planning.

We’ve got you covered

These are the services that Throgmorton can offer you.

Investments & savings

Whether you are investing a lump sum or saving for a special occasion or want additional income in a few years' time, our independent financial advisers will be able to tailor a solution to match your individual circumstances.

Pensions & retirement

Retirement planning comprises of two distinct phases. The ‘Accumulation Phase’ is when money is saved to build a pension fund. This is followed by the ‘Extraction Phase’, which means taking your pension during retirement.

Estate planning

Estate planning is the process by which you plan during your lifetime how your affairs are to be settled upon your death. The process can provide for certainty regarding beneficiaries and the administration of probate.


Life is full of uncertainties and whilst we insure our cars, houses and even our holiday arrangements, when it comes to ourselves and our family, often insurance is overlooked and undervalued.


A residential mortgage is typically a loan provided to purchase a home. The loan is secured on the property that is purchased and must be repaid in full by the end of the mortgage term.

Business advice

As independent financial advisers we can help you to integrate your business and personal financial planning. Ongoing planning and protection can ensure you achieve your long-term business and personal objectives.

Legal services

Everyone should make a Will regardless of age, state of health or marital status. A valid Will is the only way that your wishes can be acted upon with certainty when it comes to distributing your assets upon death.

Visual guides and advice

Understand more about what we offer by watching one of our videos.

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