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

Whatever your plans, 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.

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 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.

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 off er 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 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
2022-05-15
Liam Wolley dealt with the sale of my mother’s property, following her move into a retirement home, efficiently with great care and sensitivity. Would happily recommend Thorne Segar’s conveyancing service to others.
rod dover
rod dover
2022-04-07
Thank you very much for an efficient service. Job done and thank you very much to all concerned.
Tracy Lynch
Tracy Lynch
2022-02-15
Very helpful and friendly. Would highly recommend.
Richard Allen
Richard Allen
2022-02-14
My wife and I received a truly first class service in engaging Thorne Segar, in the persons of Iestyn Milton-Jenkins and Tina, to set up Power of Attorney for us. We really felt that they had our best interest at heart and valued us. Now that all has been arranged we have every confidence in their sincerity and professionalism, and are meeting them soon to arrange the updating of our will.
Ali Sanderson
Ali Sanderson
2022-02-10
I highly recommend Thorne Segar. Solicitors and office staff alike have been extremely helpful through a difficult time, explaining everything that we needed to know clearly, with kindness, understanding and efficiency.
Nigel Coates
Nigel Coates
2021-12-14
Liam Wolley at Thorne Segar handled two recent property purchases for us. The best service ever in 50 years of such transactions. Wholly professional, tenacious, responsive and helpful. Exemplary.
Mark Terrett
Mark Terrett
2021-12-02
Requirements and options well explained in layman's terms ,easy to understand. Listened to what we wanted to achieve and responded in a timely and professional manner at all times. We would not hesitate in using this company again.
Peter Tallack
Peter Tallack
2021-10-06
Our first dealings with Thorne Segar were after a close family friend had nominated us as his POA and executor for his estate shortly after his wife had passed away. In the following twelve months we had to make just about every decision a POA and executor dreads having to make. Throughout this process Thorne Segar were excellent, we cannot sing their praises enough, from our first dealings with Lestyn drawing up the POA who explained this process thoroughly and in plain English (with a slight Welsh accent) to his PA Tina who was always available to help and form a good line of communication with Lestyn. After the sad but inevitable ending to a long and happy life, Thorne Segar were there again to help guide and advise. Rebecca then took the reins to deal with the probate and Paul dealt with the conveyancing aspects of the house sale. This process for various reasons was not straight forward, but all the complications were dealt with without fuss or undue delay for which we are most grateful. I hope the best compliment we can make of Thorne Segar is that although we are not local, we intend to ask Thorne Segar to put our family POA's in place.
David Archer
David Archer
2021-08-30
The service provided by Thorne Segar in connection with the sale of a property has been excellent. The communication has been very good and clear which made the whole process so much easier. I would certainly recommend Thorne Segar’s services to others.
Duncan Brown
Duncan Brown
2021-08-12
Listened carefully to what we wished to achieve with our final wishes. Explained any points we didn't understand/grasp, in some cases explaining several times until we fully understood the legal terms and their implications. Very happy with the outcome and the professional and friendly way we were dealt with. Wouldn't hesitate in recommending Thorne Segar to anyone needing the services they provide.