Discover Our Latest Insights

Financial planning isn’t about forms - it’s about the conversations that shape your life and the clarity to move forward with confidence.

The way you log in to the Town Close app will soon be improving with a simpler, better and faster login experience.

Meet Emma! From compliance to content to unexpected projects, she’s the calm in the operational storm here at Town Close.

According to Jeremy, wealth isn’t about more money - it’s about time, presence and the freedom to focus on what truly matters.

A GCSE joke answer highlights a key truth: good financial planning means clear, human judgment when certainty falls short.

Panicked investment decisions can be costly - sticking to a sound financial plan with discipline often leads to better long-term outcomes.

Feed your mind or risk the fall - growth is the key to staying sharp.

Stay the course - sticking to a strong financial plan beats the risks of impulsive detours.

You will have seen Alan on our webinars and met him at events but who is our Head of Stuff and what does he actually do at Town Close? From Jaws to hash browns, find out more about Alan here.

We all have goals—but without the right support structure, they remain out of reach. In this musing, we explore why your existing "scaffolding" might be holding you back, and why in life (and financial planning), it's not just about building wealth—it's about building it on the right foundations.

There's been a fair amount of market volatility since Trump first announced his tariffs so join Jeremy in conversation with Steve Williams from Cormorant Capital Strategies discussing this in our latest Market Update

In uncertain markets, confidence can be a liability. Drawing inspiration from Howard Marks’ latest memo, this blog post explores why trying to predict the future is often more harmful than helpful—and what smart investors should do instead.

Important changes coming to how we manage your investments. Jeremy and Paul answer your questions and break it down with no jargon, just honest answers. Click to watch the 10-minute Q&A.

The power of dissent: why agreement isn’t always best.

Serving, not selling. Real success comes from listening, reflecting, and putting others first.

With headlines screaming crisis and chaos, it’s easy to lose your nerve. But beneath the noise, the data tells a different story. In this video Jeremy and Paul explore why long-term strategy matters more than media panic and how to keep your cool when the market gets loud.

Get to know the Town Close Team! We often hear from our clients that they want to know more about all the people that make the Town Close machine keep whirring so please meet one of our IFAs, Zoe Sheady

Don't let your pension disappear...reach out if you need help understanding your pension statement.

True success isn’t just about wealth - it’s about leading a meaningful life and ending it with dignity.

At TCFP it's not just about the numbers, it's about the people

Feeling rattled by the recent headlines and market changes? You’re not alone. In this blog, our financial wellbeing expert Suzan explores how to stay grounded and trust your long-term plan, even when the world feels uncertain.

What kind of airline do we want to be?

Dan doesn't often write blogs, but when he does, it's worth a read!

How can we help clients with their blurred vision? Read here.

The Investment Committee met this week for the first time in 2025. Click here to read the notes and outcomes of the meeting.

Get to know the Town Close team! Many of our clients have told us they’d love to know more about the people behind the scenes. First up, meet Louise Minns—our resident ‘Plate Spinner’—as she shares a little about her role, passions, and favourite foods!

Read part 8 of Jeremy's "10 good reasons for optimism" series

Read part 7 of Jeremy's "10 good reasons for optimism" series

Read part 6 of Jeremy's "10 good reasons for optimism" series

Read part 5 of Jeremy's "10 good reasons for optimism" series

Read part 4 of Jeremy's "10 good reasons for optimism" series

Read part 3 of Jeremy's "10 good reasons for optimism" series

Read part 2 of Jeremy's "10 good reasons for optimism" series

Read part 1 of Jeremy's "10 good reasons for optimism" series

Are you achieving the financial outcomes that truly matter?

Why does Jeremy think we're all lucky in one way or the other?

Keep reading to see what Jeremy considers the missing lesson at school.

Delegating isn’t always easy, but it definitely has its benefits.

Sarah recently discovered what truly makes a company great to work for: support, friendship and compassion.

Read Jeremy's thoughts on leading in two different worlds...

Time isn't as endless as it seems....read more about "50 Summers" here.

Jeremy strongly believes that the best resource for great delivery is a human that cares. Read more here

Are we all aware that there is no “same as it always was”? Read more here.

"There's too much money" is not something we hear very often from clients....if ever! Read more here.

Here at Town Close, we're here for you and happy to help...

Our plan management fee covers clients for “anything and everything” that might be needed throughout the year. Read more here.

Read here for Jeremy's take on why it is so important to understand that all humans are different and have different needs in order to thrive.

Any guesses what Jeremy's word of 2024 was? Find out here.

As 2024 comes to a close and we step into 2025, here are Jeremy's reflections on the past 12 months and hopes as we step into the new year

Could we all benefit from being bored from time to time?

Unlike a game of backgammon, financial planning isn't an activity where repeated practice alone guarantees improvement.

Three potential planning ideas arising from the recent budget.

Many people choose to look the other way when it comes to getting their finances in order - this is an expensive choice. Read more here.

Jeremy has often mentioned that the primary goal of financial planning is to steer clear of future regrets. Read more about such regrets here.

No problem is ever resolved without creating something new. Find out more here.

What's the real payoff of convenience and simplicity? Read here.

Recognising that you are your own opponent allows you to focus on your investment strategy. Read more here.

Jeremy suggests you choose "lazy" over "unlazy" when it comes to trusting someone to look after your money. Read why here.

The Town Close team are here to help - read more here.

Why is Jeremy referring to "decimated" when writing about investments? Read here.

Was Jeremy surprised by the US election results? Read here.

Read Jeremy's initial take on what the budget means for our clients.

Is it time to make a change to your month to month expenses?

Read here to find out Jeremy's views on luck in investing.

Jeremy estimates he has spent at least 30,000 hours thinking and talking about money - that's a lot of hours!

When it comes to financial planning are you just rolling dice or do you believe it is a game of extreme skill like chess?

Financial planning is like maintaining a car - if any part is missing or deficient, neither the car nor the financial plan will function properly.

What should we be focusing on, the tides or waves? Read here.

Not everyone sees the importance in professional advice. Read why you should here.

Have a read of Jeremy's current thinking regarding the upcoming Budget.

What is a major cause of DIY investor's difficulties? Read here to find out.

Has Jeremy's adventure in cryptoland come to an end?

How can we compare F1 tyres to finanical planning? Read here to find out.

Ever thought about quietly compounding your money? Read more here.

Check out the latest insights and opinions from the Town Close Committee meeting from 16 September 2024

Does your mindset matter more than your money? Read here.

What can a tennis player teach us about investing? Read here to find out.

Want to know the real secret to long-term investment success? Read here.

How can we apply neutrality to financial planning? Read here.

There is a saying: “There are old pilots and there are bold pilots, but there are no old, bold pilots”. Read here to find out why Jeremy feels this is relevant to financial planners.

Want to know more about the key components of an effective financial plan? Read here.

Read more here.

Read this article for Jeremy's thoughts on new technology and how it benefits the TCFP team.

How do we tackle client's challenges? Read here to find out.

Here are some thoughts from our wellbeing coach, Suzan Issa regarding transitions.

History teaches us no plan ever goes to plan and there are always surprises and unforeseen events. Read here to find out how this plays a part in our approach to financial planning.

The good times don't always last, here are Jeremy's 5 points to consider with any downturn.

Check out the latest insights and opinions from the Town Close Committee meeting from 10 June 2024

Jeremy always says that Compounding is the eighth wonder of the world. Here is a short introduction to why starting when you're younger can make every difference.

This is not about just investing in what you fancy on any given day, diversification of your portfolio is crucial for long term financial stability. Read more here.

Setting up a Trust is a smart move if you have assets and loved ones but it can sound complicated and leave you asking Where do I start? Start here.

Don't be put off about the idea of making a will, it's a simple document to help your loved ones if something happens to you. Learn more here.

Estate planning can seem daunting, boring and even scary but it doesn't have to be. Here's our short introduction to what you need to think about.

A compassionate guide to supporting someone through bereavement: listen, offer practical help, avoid clichés, and encourage professional help if needed.

Losing a loved one is devastating, but addressing finances is important. From registering the death to gathering documents and handling probate, the Town Close team can help navigate this difficult process.

We all face grief but it's still a unique experience for us all. It's a patient process and we're here to make the financial side of things a bit easier to handle