Throgmorton Associates Wealth Management

Throgmorton Associates 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, 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 and Mortgages.

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

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested. 

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 St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

SJP Approved 20/02/2025