About Thurlowe-Clarke Limited

We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives.
We are a Chartered Firm, meaning we are qualified in all regulated areas of financial planning. We focus on helping clients to achieve their financial objectives. We listen, discuss, prioritise and propose useful solutions for clients. We work on a fee basis (on a one off basis or with ongoing advice, whichever is most appropriate) and discuss estimated costs after the first meeting. After that, potential clients can decide whether or not to proceed with us as their adviser.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Equity release

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