Financial Planning and Investment Management

World markets and the UK economy continue to go through turbulent times, making it difficult to plan investment savings for your future.

Now, more than ever, you need to find someone you trust implicitly to put your interests first, and give you the best financial advice.

At Thorne Segar we believe this trust is founded on building close relationships with our clients enabling us to respond to their needs and changing life circumstances.

In partnership with Brewin Dolphin, our team has the expertise to optimise every aspect of financial planning – including pensions, trusts, inheritance tax mitigation, family law and investment management.

About Brewin Dolphin

Brewin Dolphin is one of the UK’s leading wealth managers, offering personalised management and financial planning services, tailored to meet varied individual needs.

Brewin Dolphin is independently owned and specialises in providing financial solutions to clients, backed up by an award-winning team of analysts providing in-depth research across all major asset classes.

To find out how we can use our long-established relationship with Brewin Dolphin to help you, please contact either John Mullis or Rebecca Padgett on 01643 703234

Please note: The value of your investment can fall and you may get back less than you invested. No product or service is suitable in all cases and you should consult a professional advisor if you have any doubts as to the suitability of any of the services mentioned.

Brewin Dolphin Ltd are authorised and regulated by the Financial Conduct Authority. Brewin Dolphin Ltd have approved the information relating to Brewin Dolphin Ltd given on this web page.

Thorne Segar are not authorised under the Financial Services & Markets Act 2000, but Thorne Segar are able in certain circumstances to offer a limited range of investment services to clients, being a firm regulated by The Solicitors Regulation Authority. Thorne Segar can provide these investment services if they are an incidental part of the professional services Thorne Segar have been engaged to provide.

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CALL: 01643 703234

Financial Planning

  • Benefit and Care Annuities
  • Retirement Planning & Pension Review Service (including self-invested personal pensions, small self-administered schemes, workplace pensions)
  • Retirement Options (including flexi-access drawdown and annuity purchase)
  • Inheritance Tax Planning
  • Business Protection
  • Personal Life Assurance & Income Protection
  • Cash Flow Forecasting
  • Cash Management

Investment Management

  • Savings & Investment (including ISAs)
  • Portfolio Management
  • Utilising Capital Gains Tax allowances
  • Review of Certificated Investments

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CALL: 01643 703234