Business Details
17 Years
experience
Trusted Financial Advisers in Leicestershire
Throgmorton Associates was established in 2009 and operates as a Senior Partner Practice of St. James's Place, providing tailored wealth management solutions. Our approach centres on building long-term relationships with clients across the UK, offering face-to-face advice designed to address individual financial goals. With a focus on clarity and trust, we specialise in investment planning, retirement strategies, and intergenerational wealth management. Our team of experienced advisers prioritises client needs, ensuring transparent communication and personalised service. As an Appointed Representative of St. James's Place Wealth Management plc, we adhere to rigorous regulatory standards set by the Financial Conduct Authority.Our expertise spans pensions, protection planning, and corporate services, supported by a commitment to continuous client education through webinars and updates. We pride ourselves on delivering reliable, ethical advice that evolves with clients' changing circumstances. Testimonials highlight our advisers' professionalism, responsiveness, and ability to simplify complex financial concepts. Our registered office in Leicestershire serves as the foundation for supporting clients nationwide, combining local knowledge with national resources. By maintaining a client-centric ethos, we aim to empower individuals and businesses to make informed decisions about their financial futures.
Services
Investment Management
Retirement Planning
Pension Advice
Wealth Protection
Intergenerational Planning
Corporate Services
Protection Planning
Mortgage Guidance
Details
- Year established: 2009
Highlights and features
- Established in 2009 with access to St. James's Place's wealth management expertise
- FCA-regulated advisers prioritising transparent, ethical financial planning
- Personalised face-to-face advice tailored to individual long-term requirements
- Specialist knowledge in intergenerational wealth transfer and retirement planning
- Proven track record of client satisfaction evidenced by detailed testimonials
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Friendly and professional
Trusted financial adviser
Clear explanations of complex topics
Excellent pension consolidation
Approachable and patient
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your risk profile and financial objectives. We utilise St. James's Place's comprehensive fund range while maintaining regular portfolio reviews to ensure optimal performance. Clients benefit from ongoing support and strategic adjustments in response to market changes or personal circumstances.
Retirement Planning
We develop comprehensive retirement plans that integrate pension provisions, tax efficiency, and income generation strategies. Our advisers assess current savings, project future needs, and implement solutions to ensure financial security during retirement years. Regular reviews ensure plans remain aligned with evolving regulations and personal circumstances.
Intergenerational Planning
This service focuses on preserving wealth across generations through inheritance tax planning and estate structuring. We employ specialist tools and legal frameworks to facilitate smooth asset transfers while minimising tax liabilities. Our approach balances family needs with long-term financial security considerations.
Corporate Services
We provide tailored financial solutions for business owners, including succession planning and employee benefits packages. Our corporate services integrate with personal wealth management strategies to address both business and individual financial objectives. Specialist banking options support business growth and cash flow management.
Protection Planning
Our protection planning identifies insurance needs to safeguard against financial risks. We assess life cover, critical illness, and income protection requirements to create comprehensive safety nets. Policies are regularly reviewed to ensure continued relevance to changing personal circumstances and family needs.
People
Adam Copsey
Wealth Manager
With over 15 years' experience, Adam specialises in long-term financial planning, focusing on retirement strategies and investment management. Clients praise his ability to explain complex concepts clearly and develop tailored solutions that evolve with changing needs.
Becky Furber
Wealth Manager
Becky provides expert pension advice and investment management, with particular expertise in consolidating complex pension arrangements. Her client-focused approach ensures clear communication and personalised service, evidenced by long-standing client relationships dating back to 2007.
Sara-Jane
Financial Adviser
Specialising in retirement planning, Sara-Jane helps clients navigate tax implications and inheritance issues. Her approachable manner and patient explanations have earned recognition for making financial planning accessible to clients with varying levels of financial literacy.
Jon Lee
Wealth Manager
With extensive experience in pensions and investment management, Jon provides timely advice on insurance products and market trends. Clients value his proactive approach to portfolio management and ability to adapt strategies to changing market conditions.
Nick Jones
Financial Adviser
Nick specialises in long-term financial planning, offering professional guidance on investment strategies and retirement preparations. His clients appreciate his non-pressured approach that allows informed decision-making at a comfortable pace.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, pension advice, intergenerational wealth transfer, and corporate financial solutions tailored to individual client needs.
How do you work with clients?
We provide face-to-face advice, creating personalised financial plans through regular reviews and open communication, supported by St. James's Place's resources.
Are you regulated by any official body?
Yes, we operate under St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
How long have you been in business?
Throgmorton Associates Wealth Management was established in 2009 and has operated as a Senior Partner Practice of St. James's Place since then.
Do you offer online financial planning tools?
While we prioritise personal consultations, we provide educational webinars and digital resources to enhance financial understanding and decision-making.
Can you help with complex pension arrangements?
Yes, we have particular expertise in consolidating multiple pensions and optimising retirement savings strategies for clients with complex financial histories.
