Towry, the Wealth Adviser supports
NOA
Towry, the Wealth Adviser, are
delighted to be continuing our
support of The National Open
Art Competition. We share the
organiser’s ambition to inspire
artists, both emerging and
established, and widen the
public’s understanding of art.
Art is not our business but, like
the artists represented here,
we strive to be leaders in our
field – the leading firmof
wealth advisers in the UK.
From18 offices nationwide,
we provide financial planning
advice and investment
management services to
private individuals with
£100,000 of investable assets.
We have a reputation for
helping clients make the right
decisions about their financial
future. We typically advise
clients on: Lifetime financial
planning, Inheritance tax
planning, Investment
management, Retirement
planning, Planning for the
unexpected, Estate
Planning. We believe there
are three areas that set us
apart fromother wealth
advisers and wealth
managers:
Financial Planning At Towry
we believe that all our clients’
financial decisions should be
made in the context of a
lifetime financial plan, which is
structured to help you achieve
your short and long-term
goals. Without this plan, it is
difficult for you to decide what
you can or cannot afford to
do, both now and in the future.
Our focus is on understanding
what your own personal
objectives are before setting
out what actions you may
need to take to achieve them.
Expertise Our wealth advisers
are required to become
professionally qualified to
Chartered Financial Planner
status. This is the highest
professional qualification in
the industry and considerably
NOA
11
in excess of the minimum level
required by the Financial
Conduct Authority. Our Advice
Policy teamunderpins this
expertise with specialist
knowledge in specific areas to
ensure that all Towry clients
receive expert financial advice.
Our Investment Management
team’s sole responsibility is to
manage our clients’ money
and to minimise the risks of
investing for the level of return
required.
Client Focus Clients are at
the heart of our business. We
recognise that each client has
individual requirements and
we tailor our solutions
accordingly. We work
alongside our clients to help
themachieve their financial
goals. We hope to be able to
do the same for you.
To find out more about us and
how we can work with you
please visit
or call us on 0844 856 50 03.
