Investment Planning & Wealth Management

 

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, paying for your children’s education or building up an emergency fund.

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

Whatever your plans, RBC Brewin Dolphin will give the best possible investment advice to maximize your savings.

Thorne Segar bring City of London Investment and Wealth Management to Minehead.

RBC Brewin Dolphin, together with Thorne Segar, provide a complete service:

  • Investment and tax advice with planning for future generations
  • STEP Qualified advisors on pensions, VCT’s and EIS
  • Regular review meetings: Investment managers come to Minehead
  • Complete private wealth service including Wills, LPA’s, Property etc
  • Competitive rates
  • Free, no obligation, initial consultation

About RBC Brewin Dolphin

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

RBC Brewin Dolphin 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.

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.

RBC Brewin Dolphin are authorised and regulated by the Financial Conduct Authority. RBC Brewin Dolphin Ltd have approved the information relating to RBC Brewin Dolphin 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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FIND OUT MORE

To find out how we can use our long-established relationship with RBC Brewin Dolphin to help you, please contact Rebecca Padgett on

01643 703234
enquiries@thornesegar.co.uk

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GOOGLE REVIEWS

David Simpson
David Simpson
2024-01-22
Liam Wolley dealt with the sale of my stepmother’s property in 2021/2022 efficiently and with great care and sensitivity. In 2023, Rebecca Padgett dealt with obtaining probate for my stepmother's will. Again, this was dealt with efficiently and with sensitivity. I would very happily recommend Thorne Segar.
Jill Coppin
Jill Coppin
2024-01-06
We had a difficult Intestacy when my Father died and his will was not valid. Rebecca dealt compassionately, patiently and professionally with what could have been a very acrimonious affair. From our first meeting with Rebecca we had total confidence that she could and would deal with this situation. At every step of the way she kept us fully updated and all parties were kept aware of all of the possibilities that may or may not occur. We had total faith in her throughout. Her advice was invaluable and at no time did she give us cause to doubt her. A situation that shocked us was made so much easier by Rebecca's total Professionalism. When we were finally able to sell my Father's flat there was absolutely no doubt in our mind that Thorne Segar could deal with this too - and they did in the same first class manner. Its a great pity that we can't give Thorne Segar more than five stars.
James Waterman
James Waterman
2024-01-04
Our recent property sale was dealt with very efficiently by Liam. Nothing phased him and we felt reassured by his calm approach to every issue posed by the purchaser’s solicitor. We have had several matters handled by Liam and the rest of the team at Thorne Segar and our experiences have all been positive. In all legal matters they are our ‘go to’ provider.
Derek Smith
Derek Smith
2023-10-31
Earlier this year we consulted Thorne Seagar in Minehead about preparing Wills for myself and my wife. We had an interview with Iestyn who we found very helpful and knowledgeble about Wills. We were very impressed with how they advised us on what can be a very tricky subject to deal with. We now have our Wills and peace of mind it is all sorted. We would certainly recommend and use this Solicitor again.
Georgia Bacon
Georgia Bacon
2023-02-27
House Sale: I was apprehensive about using a solicitor for the first time, but found everyone I met or spoke to at Thorne Segar was approachable and helpful, ready to translate anything technical or tricky into terms I could understand, and help me appreciate the implication of anything I was asked about or asked to do. A good experience, thank you Liam and the team.
Ian Bailey
Ian Bailey
2022-11-22
Friendly professional service highly recommended solicitors
Margaret Keddie
Margaret Keddie
2022-11-10
Very impressed with anyone at Thorne Segar, we moved from Lancashire to Minehead, they always kept us informed any problems were dealt with efficiently, they took a lot of stress out of the move.
Marg jeffries
Marg jeffries
2022-08-20
Very friendly staff and efficient. Liam Wolley kept us informed when purchasing our new place. Very happy with service received
Chris Ryan
Chris Ryan
2022-08-12
Excellent -efficient service all return calls as promised kept updated on all aspects of buying and selling property. recommended
Barneys Mum Stoneham
Barneys Mum Stoneham
2022-08-11
Recently used Thorne Segar to update our wills. Very efficient service with help support and advice. Would highly recommend.