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Financial Planning

A plan you can trust, and someone alongside you as life changes.

Investment Services

Steady, low-cost investing - built to be held through the ups and downs, not tinkered with.

TCFP Funds

Latest valuations, fund documents and Investment Committee notes.

Dedicated App

Your whole financial picture in one place – there when you want it, not something to check constantly.

Your Wellbeing

Money is rarely just about money. Every client can have time with our wellbeing coach – because the numbers are only half the story.

Wealth Management

When there's more to look after, the questions get quieter and harder. We help you hold it all calmly.

Retirement Planning

Turning what you've saved into an income you can rely on - with a steady hand alongside you.

Estate Planning

Planning how your wealth passes on, the way you want.

Bereavement Support

Losing someone is one of the hardest things any of us goes through. We take as much of the practical weight off your shoulders as you'll let us.

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Featured from Blog

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Rich Country, Poor Country

The economy may be growing, but your life happens in your own slice of it.

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Investment Committee Meeting Notes - June 2026

Click here to read the notes and outcomes of the latest Investment Committee meeting.

Read more
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About Us
Meet the team

The people you'll actually be working with.

Putting people first

Why we start with you, not your money.

Our process

How we work, from the first conversation onwards.

The Town Close purpose

What we're here for, and what we believe.

Responsibility + inclusivity

Everyone's welcome here, however you think about money.

FAQs

Answers to the questions we hear most often.

A cake with one slice removed and served separately
Rich Country, Poor Country

The economy may be growing, but your life happens in your own slice of it.

Read more
Purple door and purple windows on a house
Investment Committee Meeting Notes - June 2026

Click here to read the notes and outcomes of the latest Investment Committee meeting.

Read more
See all articles
Latest InsightsClient StoriesResourcesTestimonials
Contact
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Videos

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December 4, 2024

Thinking about your Legacies

Putting your affairs in order long before you reach 'later in life' stage is an act of love for your survivors.
December 3, 2024

Why Student Loans are a good thing

Our MD Jeremy explains that a Student Loan should be looked at as a 'Credit Facility', not a loan.
December 2, 2024

Investment Webinar - December 2024

Jeremy and Steve Williams from Cormorant Capital Strategies discuss the latest factors driving the investment market.
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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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June 20, 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
July 4, 2026

5 key steps to financial peace of mind

One of our favourites. It explains our approach to the whole process, and it's a good read for anyone thinking about working with a financial planner.
June 20, 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.
June 8, 2026

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.
June 8, 2026

Our Investment Approach

For a fuller explanation of how we invest your money and the thinking behind it, read Our Investment Approach.
June 20, 2025

Should you use a financial planner

Unsurprisingly, we think you should! This guide explains why …
June 8, 2026

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.
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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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