Are you confident that your financial future is secure? Are you are on the right track for a financially comfortable retirement? That your family is protected and provided for in the future?
Are you concerned about paying for long term care, or about budgeting for some planned expenses such as buying an overseas property, funding your children's education or helping them buy their first home?
Are you a business owner who wants to ensure that you are making the most tax efficient use of the monies available to you?
Would you welcome another opinion on the planning and arrangements you have in place?
Whatever your situation, Thorburn Wealth Management Limited can help. We provide the necessary financial advice to help secure your financial future, up to and beyond retirement.
We also understand that there is a degree of mistrust in the Financial Advice Services Industry, and for the last 8 years we have been doing our very best to regain this lost trust by providing individually tailored solutions to Personal, Corporate & Business clients.
These 'individually tailored solutions' are only produced once we have taken the time to know and understand fully your personal situation, financial needs and concerns. We take the time to build a picture of your aspirations, and those for your family, and where appropriate your business and employees. This includes the Estate Planning / Tax Planning necessary to ensure that you can pass on as much of your wealth as possible, e.g. by reducing inheritance tax, perhaps by using Trusts or another financial vehicle.
We then take the time to formally review these arrangements and your changing circumstances twice every year and are also available in the interim to discuss any matters which may arise.
If this all strikes a chord with you, and that Thorburn Wealth Management Limited are the type of Independent Financial Advisers you are looking for, then please use our contact form to arrange an initial meeting to discuss your financial situation in a holistic manner.
Taking the right steps now could really make all the difference to your financial future.
(Life Insurance / Income Protection / Mortgage Protection / Business Protection)
Investment Advice (Mitigating Risks whilst Maximising Returns / Funds Sectors and Assets / Investment Options / Financial Planning Services / Investment Adviser / Risk Tolerance)
(Self Invested Personal Pensions / Drawdown Advice / Stakeholder Pensions / Managing your Investment Portfolio / Retirement Income Planning)
(Auto Enrolment / Best use of Business Monies)
We cover the following areas (Haddington, East Lothian, Edinburgh, Dunblane, Stirling, Falkirk, Dunfermline, Glasgow, Peebles, Lauder, Berwick-upon-Tweed) and would welcome the opportunity to discuss either or both your business & personal financial situation. Taking the right steps now could really make all the difference to your financial future.
Call us today on 0131 654 0823
If you are committed to improving your financial planning, you may be more comfortable in the first instance taking advantage of a free telephone / digital consultation. We firmly believe that after chatting with us, you will know that we can help you to a more secure future, that we can put your mind at rest and relieve you of as many money worries as possible.
In addition to the areas specifically detailed above Thorburn Wealth Management Limited already provides advice to clients throughout Scotland and Northumbria and is happy to accept clients in those areas.