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IM - Isle of Man

Thornton Associates Ltd
     - Chartered Financial
     Planners


Independent Financial Advisors (IFA) in Isle of Man

Independent Financial Advisor in Isle of Man
Thornton Associates Ltd - Chartered Financial Planners
Personal service; Professional Advice

Address: 1st Floor, Media House, Ballafletcher Road, Cronkbourne,
Isle of Man, IM4 4SB
Telephone: (01624) 660220
Fax: (01624) 660222
E-mail: mail@thorntonfs.com
Independent Financial Adviser in Isle of Man Visit our Web Site: www.thorntonfs.com

Contact: Sharon Sutton, FPFS
              Joanne Dugdale
              Gemma Sutton
              Julian Sutton
              Kate Brown

General information


ISLE of MAN FINANCIAL ADVISER ACHIEVES PRESTIGIOUS CHARTERED STATUS

Isle of Man-based Thornton Associates Limited has become the first local firm of Independent Financial Advisers to be awarded the prestigious ‘Chartered Financial Planners’ title from The Chartered Insurance Institute (CII)

To date just over 200 firms throughout the entire UK have achieved Chartered Financial Planners status. It is widely accepted across the financial planning community that this award is very much reserved for a select few firms within the financial advice market.

Chartered status is only awarded to firms which meet rigorous criteria relating to professionalism and capability and commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings. Whilst many IFA firms aspire to this level, few actually attain it since 50% of its directors must also be qualified to Chartered level.

Sharon Sutton, who is the principal and managing director of Thornton attained the individual Chartered Financial Planner title by recently completing the CII Advanced Diploma for Financial Planning. This tertiary education level of qualification is held by approximately 1500 individuals.

Sharon says that securing Chartered Financial Planners status is a landmark for the company: "We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service for our clients and also for potential clients because they will see that we have achieved the highest possible certification of professional capability. I can see this as a way for clients to identify those firms which are truly at the top of the profession and make it easier for them to find advice that can change and secure their financial future"

"Everyone at Thornton is proud to have attained this status and in continuing to provide the levels of excellence our clients have come to expect." Sharon continues, "This title is as a result of many hours of hard work and on-going certification"

Thornton Associates was founded in 2000 and is a family owned and operated business. We have more than 50 years experience in the financial services industry and apply our highly qualified expertise for the benefit of our client base. We operate from Glen Vine and consultations are by appointment only, island wide, with additional meeting venues in Ramsey and Douglas.

Our Service: Independent Financial Advice for Isle of Man residents and expatriates. We aim to provide a highly personal and effective financial planning service for individuals, the self-employed and small to medium sized businesses. In this current climate it is probably even more necessary than ever that all avenues are pursued in the protection of personal, family and business assets and lifestyles. Investment advice is a speciality. We work with clients to help achieve all financial objectives.

Our Strengths: making financial plans that are simple and achievable. We ensure our clients; their families and businesses are kept up to date as their circumstances, goals and the financial world changes. We are also experienced in advising new clients moving to (and from) the Isle of Man from other jurisdictions and working with other professionals.

Financial Planning works best when all aspects can be balanced to provide the optimum solution to your needs, which is our aim. Whilst experience is extremely important, we feel our continually increasing level of Financial Planning qualification allows us to keep at the forefront of the constantly changing financial scene.

We are truly independent, as we do not work from set panels of product providers. Each client receives individual analysis and research according to needs identified and requirements. We pride themselves in getting to know our clients; building long-term relationships.

After a free initial consultation, clients have the option of paying for services provided on the basis of either commission, reduced commission with fees or fees only.

Thornton Associates Ltd - taking care of your finances today AND into the future.

PERSONAL PLANNING
  • Investment & Portfolio planning - tailored investment advice.
  • Offshore Investments & Expatriate services.
  • Retirement Planning - personal pensions, SIPPS, QROPS, pension transfers
  • Options at Retirement - Phased Retirement, Income Drawdown, Open Market Option
  • Annuities - Conventional, Unit-linked, Impaired, Flexible
  • Inheritance Tax Planning - mitigation of liability, investments, trusts
  • Family Protection - life assurance, critical illness assurance, income protection
  • Private Medical cover
  • Long Term Care - immediate care plans
  • Mortgages - independent advice provided

BUSINESS PLANNING
  • Business Protection - Shareholder and Partnership Protection, Key Person life and
                                       critical illness assurance
  • Private Medical Group Schemes and Cash Plans
  • Retirement Planning - Executive Schemes, SIPPs, SSAS
  • Employee benefits - Group Pensions, Death in Service, Salary Continuance
  • Succession Planning - Double Option Agreements
  • Exit Strategies

Licensed by the Financial Supervision Commission of the Isle of Man.


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