Throgmorton Associates Wealth Management

Throgmorton Associates to provide clients with a bespoke, holistic approach that provides solutions and helps them achieve their financial goals and objectives.

As a Senior Partner Practice of St. James’s Place Wealth Management, we provide a wide range of wealth management services to both individuals and businesses throughout Shropshire, the Midlands and beyond. We work with integrity and dedication to help all of our clients manage their finances as effectively as possible. We provide our clients with a source of trusted advice as their financial needs evolve over the years.

Our services include: - Retirement planning - Onshore & offshore investment planning - Inheritance tax planning - Protection (life, critical illness, income protection) - Corporate planning, corporate pension planning, employee benefits - Aspects of Exit Strategy Planning & Business Liability Audits - Mortgages St. James’s Place have also introduced its “Entrepreneur Club” *; an innovative and unique sector offering where we work closely with business owners as their journey starts, right through to exit. We can assist in addressing key concerns and challenges facing business owners and, help you confront and overcome these challenges.

Your home may be repossessed if you do not keep up repayments on your mortgage

* We work in conjunction with an extensive network of external growth advisers and SME specialists, who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place.

Throgmorton Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The titles 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 22/02/2024