Thurlowe Clarke

Thurlowe Clarke Ltd, a distinguished firm of Chartered Financial Planners, has been guiding clients through the financial maze since 1978. Our primary objective is to assist our clients in identifying their financial aspirations, providing unbiased and customised financial advice to help them accomplish their goals. Our headquarters is located in Reigate, Surrey, from where we operate with the authorisation to advise clients on all retail investment products, considering the whole market on behalf of our customers.

As Chartered planners, we possess the highest level of qualification for advisers and commit to continuous professional development to maintain our knowledge. This status also binds us to an ethical code, ensuring that our clients' long-term best interests remain our top priority. Our company registration number is 1363534, and our registered office is at Hamilton House, 87-89 Bell Street, Reigate, Surrey RH2 7AN. We are authorised and regulated by the Financial Conduct Authority (FCA) with the registration number FCA125772.

Our Services

At Thurlowe Clarke Ltd, our services encompass comprehensive financial planning and advice, with a focus on identifying and achieving your life and financial goals. Our services include:

*Identifying clients' life and financial goals*

Our initial step involves understanding your financial aspirations and objectives. We engage in in-depth discussions to comprehend your financial position, helping to establish realistic goals that align with your lifestyle and circumstances.

*Developing a plan to achieve those goals*

Following the identification of your financial objectives, we proceed by developing a tailored plan to achieve them. Our advice covers various aspects of financial planning and could incorporate the following:

• Investment & Bespoke Portfolio Planning: We offer expert guidance on investment strategies, tailored to your risk profile and goals, ensuring your investments are aligned with your financial aspirations.

• Inheritance Tax Planning: We assist clients in managing their estate to minimise inheritance tax liabilities, ensuring their wealth passes efficiently to future generations.

• Retirement Income and Pension Planning: We provide advice on retirement planning, pension schemes, and decumulation strategies, ensuring you maintain your desired lifestyle during retirement.

• Equity Release: We offer advice on equity release schemes, enabling clients to access the equity in their property while continuing to reside there.

• Long Term Care Provision Planning: We advise clients on financing long-term care, both for themselves and their dependents, ensuring their care needs are met without compromising their financial security.

• Life Assurance & Protection Advice: We provide guidance on life assurance and protection products, ensuring your financial wellbeing and that of your dependents in the event of unforeseen circumstances.

Independence and Charges

As an independent firm, we are not tied to any product providers, allowing us to consider the whole market on your behalf. Our charges vary depending on the services provided, with the first meeting offered at no cost. For ongoing advice, we charge either a fixed fee or a percentage of the funds under management, ensuring transparency and flexibility in our fee structure.

Thurlowe Clarke Ltd is committed to delivering top-quality financial planning and advice, adhering to the highest ethical standards in the industry. We invite you to explore our services further and look forward to the opportunity of assisting you in achieving your financial goals.