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Financial Planning

Providing financial solutions for your needs.

Retirement Planning

Stay updated with the latest financial news.

Tax Planning

Get expert advice for your financial goals.

Investment Services

Learn how we can help you achieve financial success.

Wealth Management

Wealth Management is all about securing your financial future, preserving your legacy, and achieving your aspirations.

Bereavement Support

Losing a loved one can be traumatic. We can support our clients through the bureaucracy of death.

Your Wellbeing

We recognise that financial security and emotional security are two sides of the same coin. That’s where our wellness coach comes in.

Dedicated App

Take control of your financial well-being with the Town Close app, the window into your money.

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Featured from Blog

Improving the Town Close app experience

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

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Team Spotlight - Meet Emma

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

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About Us
Meet the team

Providing financial solutions for your needs.

Putting people first

Stay updated with the latest financial news.

The Town Close purpose

Get expert advice for your financial goals.

Our process

Learn how we can help you achieve financial success.

Responsibility + inclusivity

We proudly wear these values

The Town Close Foundation

A jewel in our efforts to do good things

Improving the Town Close app experience

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

Read more
Team Spotlight - Meet Emma

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

Read more
See all articles
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Videos

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December 10, 2024

Purpose of Investing

The investment markets have been a bit 'becalmed' of late, and we know many people are asking if we should look again at our investment strategy. In this webinar, Jeremy addresses some of the questions you have been asking.
December 9, 2024

TCFP Wellbeing Webinar

We meet Suzan Issa, the Town Close Wellbeing Coach, who explains how approaching Financial Planning from a more holistic, wellbeing centric approach can lead to better outcomes all round.
December 8, 2024

TCFP Investment Webinar

Dan & Steve Williams from Cormorant Capital Strategies discuss the current investment & economic climate.
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Guides

Financial planning made easy. Download our essential guides and gain a deeper understanding of key financial concepts. Whether you're a beginner or a seasoned investor, our resources offer practical advice and expert guidance to help you make informed financial decisions.

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April 3, 2025

First 90 days

This is a step-by-step guide to what you can expect in the first 90 days of us working together, from our initial contact to having a fully functioning financial plan up and running
April 3, 2025

Estate planning & inheritance tax

Estate planning is complicated and there are various options open to you. Picking the right ones for you requires professional guidance.
April 3, 2025

An Investment Policy Statement

Our overall policy on investing explained.
April 3, 2025

Investment Strategy

This document covers the four main aspects of investing: Strategy, Expectations, Risk and Diversification.
April 3, 2025

5 key steps to financial peace of mind

Our seminal work! Explores our approach to the process and is a good read for anyone who is thinking of engaging with a Financial Advisor.
April 3, 2025

14,000 days in retirement

Retirement isn’t one long slog. It typically covers four distinct phases – each needs a different approach and a revised plan.
April 3, 2025

Financial Planning for 18-40

Most people under 40 don’t need a detailed financial plan, but they do need pointing in the right direction. Read how we can help you set the right course.
April 3, 2025

Should you use a financial planner

Unsurprisingly, we think you should! This guide explains why …
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Town Close Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, reference number 608526.
Registered Office: 124 City Road, London, EC1V 2NX. Registered in England and Wales, Company Number 08390032. Copyright © Town Close Financial Planning
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