THORNTON ENTERPRISES LIMITED
FINANCIAL AND WEALTH
MANAGEMENT COMPANY
For financially planning advice that is truly insightful and independent
Making smarter use of your money
The way your finances perform in the future can be greatly impacted by a few wise decisions. If you have interests in the UK and across the Channel, you will find expert advice beneficial.
THORNTON ENTERPRISES LIMITED is a financial advisor that our private and corporate clients in the UK and France have been using since 2010 to manage their wealth more effectively and improve their future prospects.
THORNTON ENTERPRISES LIMITED was established in response to Brexit and continues to offer our expertise and experience to our clients located in France.
Take a look below at how a completely bespoke, personalised international financial planning advice can enhance your financial well-being.
OUR APPROACH
Going beyond your expectations
Knowing what to expect from the financial planning process is important before getting in touch. The results we aim to achieve on your behalf require us to exceed expectations.
Your circumstances are unique. A financial planning service that is tailored to your exact needs and goals is what you deserve. This can be achieved by following a 6-step process that is simple.
1
Getting To Know You
Your financial situation and future plans will be discussed during our initial meeting. We provide an explanation of our services and fees. We will talk about your needs and objectives together. We have the chance to get to know each other and ask questions.
2
Compile And Collate
Once you're satisfied to continue, our goal is to obtain a comprehensive picture of your circumstances by reviewing your financials, assess your perspective on risk, define specific goals and prioritize them as you progress towards making your dream a reality.
3
Explore And Analyse
We research the market and analyze all criteria after we have a complete understanding of your facts and figures, allowing us to identify the appropriate plans and develop your personal solution.
4
Presenting Your Personal Plan
We will present your individual plan to you, confirm each step in the recommendation and answer your questions, ensure that your objectives are met by reviewing its implementation timeline and costs.
5
Making It Happen
We execute your plan in accordance with our agreement, keeping you updated on the progress and notifying you once everything is set up and activated.
6
Regular Reviews
Those plans that can adjust to changing circumstances are the best. At regular intervals, we will meet to review your circumstances and portfolio and ensure it meets your expectations, and you will receive regular progress reports.
Your financial plan should adapt to changes in your life.
By continuously meeting the needs and expectations of our clients, we aim to form long-term relationships.
CORPORATE
Business Protection
Employee Benefits – Protection
Workplace Pension
PRIVATE CLIENTS
Investment Management
Pension and Retirement Planning for Expats
Cash Flow Modelling
International Protection
Estate Planning
Real Estate solutions