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Throgmorton Associates Wealth Management

Throgmorton Associates Wealth Management Email Formats

Financial ServicesFlag of GBLeicester, England, United Kingdom21-50 Employees

Throgmorton Associates Wealth Management Email Formats

Throgmorton Associates Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@throgmortonassociates.co.uk), used 66.7% of the time.

FormatExamplePercentage
{first initial}
j@throgmortonassociates.co.uk
100%

Key Contacts at Throgmorton Associates Wealth Management

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Mark Whiteside

Director

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Ian Fisher

Operations Director

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Stephen Hadley

Director & Chartered Financial Planner

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Jon Lee

Director And Senior Wealth Manager

Company overview

HeadquartersThe Cedars, 3 Broad Street, Enderby, Leicestershire LE19 4AA, GB
Phone number+441162844880
Website
NAICS52
SIC628
Keywords
Mortgages, Investment Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Trust And Estate Planning, Long Term Care, Wealth Protection, Protecting You And Your Estate, Intergenerational Wealth Planning, Business And Investment Planning, Entrepreneur Club*
Employees21-50
Socials

About Throgmorton Associates Wealth Management

Throgmorton Associates provide clients with a bespoke, holistic approach that offers solutions and helps them achieve their financial goals and objectives. As a Senior Partner Practice of St. James’s Place Wealth Management, we provide a wide range of wealth management services to both individuals and businesses throughout Shropshire, the Midlands and beyond. We work with integrity and dedication to help all of our clients manage their finances as effectively as possible. We provide our clients with a source of trusted advice as their financial needs evolve over the years. Our services include: - Retirement planning - Onshore & offshore investment planning - Inheritance tax planning - Protection (life, critical illness, income protection) - Corporate planning, corporate retirement planning, employee benefits - Aspects of Exit Strategy Planning & Business Liability Audits - Mortgages St. James’s Place have also introduced its “Entrepreneur Club” *; an innovative and unique sector offering where we work closely with business owners as their journey starts, right through to exit. We can assist in addressing key concerns and challenges facing business owners and, help you confront and overcome these challenges. Your home may be repossessed if you do not keep up repayments on your mortgage Trusts are not regulated by the Financial Conduct Authority * We work in conjunction with an extensive network of external growth advisers and SME specialists, who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place. Throgmorton Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 17/10/2024

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Director

Employees by Department

Throgmorton Associates Wealth Management has 16 employees across 4 departments.

Departments

Number of employees

Funding Data

Throgmorton Associates Wealth Management has never raised funding before.

Throgmorton Associates Wealth Management Tech Stack

Discover the technologies and tools that power Throgmorton Associates Wealth Management's digital infrastructure, from frameworks to analytics platforms.

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Development

Frequently asked questions

Throgmorton Associates Wealth Management is located in Leicester, England, GB.
You can reach Throgmorton Associates Wealth Management at +441162844880.
Throgmorton Associates Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

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