About Us
We are a leading independent financial planning company.
Town Close Financial Planning Limited is authorised and regulated by the Financial Conduct Authority; our FCA number is 608526.
Our Principles
We are completely transparent, open and honest at all times.
We recognise that each of the families we work with is unique and needs to be treated as such.
We treat everyone with kindness and provide reassurance.
We know that the emotional return for our clients far outweighs the monetary return.
We work together as a team supporting each other to optimise our strengths and skills.
We are humane, decent, respectful and reliable.
We listen without judgment and work with you to support your values and views.
We use clear, concise language and relate what we do to our clients’ lives, hopes and fears.
We aim for excellence every day as well as continual growth and improvement.
We are open-minded, fair and inclusive, we encourage and welcome ideas from all team members.
Our Philosophy
Town Close Financial Planning believes in the power of financial planning to deliver results for you and your family that you can’t achieve on your own.
As a certain Warren Buffett said: “Risk comes from not knowing what you’re doing.”
We know what we are doing and we’re as competent as anyone alive to do what you need done.
In that way we represent your best chance for success. We have the resources and will to produce a plan that addresses your family’s needs as well as anyone can.
You should never find a financial planning firm more deeply committed to your family’s financial success than us. If you do, you should work with them, they deserve you more than us.
If you give the plan we put together with you enough time and enough money, you can expect to achieve the goals we have agreed on. If you’re not given enough time insurance will carry the plan the rest of the way.
Your financial plan will be a great benefit to you and your family, addressing as it does, one, some or all of these:
- If a breadwinner dies your family will not be fatally compromised: They will be able to stay in their home, plans to help your children will remain on track, business interests can continue, assets will not have to be sold in a fire sale.
- And the same goes in the event of disability or long-term illness.
- The children and/or grandchildren can be helped with education costs, deposits for homes etc. without being saddled with debt.
- The current generation will be able to retire in its own time and on its own terms. They will be confident they will not outlive their income. Their dignity and independence will not be undermined by up to 30 years of rising living costs (aka inflation).
- The current generation will be able to support their own parents. And never become a burden to its children.
- Retirement incomes will rise to offset inflation. This will not be at the expense of the capital which will also grow over time and be available to support future generations.
- Inheritance tax (IHT) will not force the sale of important assets at an inopportune time. IHT liabilities will be funded out of residual capital or insured against.
Our process
The future will come whether you plan for it or not and there can be no lasting success without a robust financial plan.
Our 5 step process puts you, not financial products, front and centre.
It will help you build a plan that reflects who you are, the sort of life you live and what you want for the future.
1
What do you want?
2
What do you have?
3
Who are you?
4
Your Financial Plan
5
Review – regularly!
Meet The Team
JEREMY ASKEW
Managing Director, Chartered Financial Planner
Jeremy has 24 years’ experience in the financial services sector and is in the top 1% advisers in the UK by qualification.
DAN ROBINSON
Head of Client Services, Financial Planner
Dan has 24 years’ experience in the Financial Services sector. He holds a Diploma in Financial Planning, the Investment Manager’s Certificate and a BA (Hons) in Financial Services.
ZOE SHEADY
Trainee Financial Planner
Zoe holds a BA(Hons) in Business with Accounting and has over 9 years experience in the financial services industry.
SARAH POUNDS
Head of Operations
Sarah holds a BA (Hons) in Financial Services.
She works closely with Jeremy on operational areas of the business and provides overall support ensuring clients receive the best possible service.
LOUISE WANSTALL
Head Of Client Relations and Development
Louise has 20 years of experience working for large corporations and small independent businesses.
ALAN FLACK
Head of Stuff
Alan spent his career at IBM and was one of Town Close’s early clients.
He works with us on a freelance basis and as our ‘Head of Stuff’ has previously been involved in most activities that support our core business.
SUZAN ISSA
Wellbeing Coach
Suzan is a wellbeing coach with many years of experience.
Her true passion is supporting others to unlock their potential and see themselves as the complete, unbreakable beings that they are.
Town Close Key Facts
We look after more than £200 million
We look after over 300 families
We have 200+ positive, verified reviews on several reliable platforms
We have quadrupled revenue over the last six years
In total TCFP advisers have 80+ years of financial planning experience
We have completed over 6,000 working days of planning, covering 40,000 hours, 10,000 client appointments, and 25,000 financial planning conversations.
We have 17 Accreditations and 60+ exam passes between us
Assets under management have quintupled over the last six years
Apart from death only two clients have left us in the last three years – we asked them both to leave as our service was not suitable for them
On average we are 2-3% pa better at looking after client money than the clients themselves
Town Close’s financial planners have been awarded the following:
BA (Hons) Financial Services
Fellowship of The Personal Finance Society
Diploma in Regulated Financial Planning
Certificate in Discretionary Investment Management
Certificate in Mortgage Advice
Award in Financial Administration
Chartered Financial Planner
Advanced Financial Planning Certificate
Diploma in Financial Planning
Certificate in Securities Advice & Dealing
Certificate in Financial Services
Award in Long Term Care Insurance
Chartered MCSI
Advanced Diploma in Financial Planning
Investment Management Certificate
Certificate in Life & Pensions
Financial Planning Certificate
Town Close financial planners have passed the following Advanced and Diploma level exams:
AF5 Financial Planning Process
G20 Personal Investment Planning
J02 Trusts
J05 Pension Income Options
J11 Wrap and Platform Services
R02 Investment Principles and Risk
R06 Financial Planning Practice
H15 Supervision and Sales Management
G60 Pensions
J03 The Tax and Legal Aspects of Business
J06 Investment Principles, Markets and Environments
J12 Securities Advice and Dealing
R03 Personal Taxation
R08 Pensions Update
G10 Taxation and Trusts
G70 Investment Portfolio Management
J04 Pension Funding Options
J10 Discretionary Investment Management
R01 Financial Services, Regulation and Ethics
R04 Pensions and Retirement Planning
ER1 Equity Release
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