Services

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.

.

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

CALL BACK REQUEST

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

GOOGLE REVIEWS

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

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

2022-11-22

Friendly professional service highly recommended solicitors

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

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

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

2022-08-11

Recently used Thorne Segar to update our wills. Very efficient service with help support and advice. Would highly recommend.

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

2022-04-07

Thank you very much for an efficient service. Job done and thank you very much to all concerned.

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.