Investment Planning

Spare cash sitting around in a bank account costs you money. Persistently low interest rates out paced by inflation see to that.

Maybe you ‘re looking at funding retirement, saving for a house deposit, paying for your children’s education or building up an emergency fund.

Whatever your plans, Thorne Segar will give the best possible investment advice to maximise your savings (whether you have a lump sum or save regularly.)

In partnership with Brewin Dolphin we have the expertise to optimise every aspect of investment planning and respond to your changing life circumstances.

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 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

Investment Management

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

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CALL: 01643 703234