Life is a journey. Invest in it.

We are a comprehensive financial planning firm.
We help clients and their professional introducers chart the financial journey ahead.
Our managed investment strategies complement our advice and guidance helping clients make the decisions to reach their financial aspirations.
We believe you’ve arrived at the right place.

About Thorntons Wealth

The 12-point wind rose compass that forms part of our logo tells a story. The longitude/latitude co-ordinates LVI/III are those of Dundee (56/3).  The four main points signify the oceans that link the world and the great voyages of discovery, past, present and future. We’re financial experts, rooted in the history and spirit of Dundee and we specialise in financial and wealth planning. Our investment management experts work with us as we explore and navigate the choppy waters of the investment markets on behalf of our clients.

We are a growing and progressive business. We look after our clients’ financial lives and aspirations, taking a calm and considered approach to help secure a comfortable financial future. Each member of our team is committed to providing a truly personal service and to wholeheartedly put the requirements of our clients above everything else.

You will benefit from the skill and expertise of some of the finest financial services professionals in the country. They work with a dynamic, far-sighted management team at the helm. They benefit too from our collective sense of purpose, to protect and grow our clients’ money.

“Arguably our financial planning team is the most experienced in the country; they are, unequivocally, the best I have worked with.” Stephen Webster CEO.

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Contact Thorntons Wealth Now

Our 6 step financial planning process

Here’s a step-by-step outline of how we will go forward together.


1

Introduction

An initial meeting allows us to start to get to know each other. It gives you the opportunity to tell us about your hopes and aspirations, and to ask us any questions.

If you think we can help you achieve your goals, we’ll agree on the way forward.

2

Collect

The next step is for us to gather as much information as we can about your personal and financial objectives. From what you tell us we’ll build a picture of your life, what’s important to you and what it costs to be you.

3

Analyse

We’ll then go away and look in detail at your current financial position – your income, expenditure, assets and liabilities. We’ll look at your personal objectives, and your attitude to risk and set out a plan that accommodates your financial and personal ambitions.

4

Develop

We’ll then meet again to review your plan. We’ll go through our recommendations and explain how they meet your objectives. We’ll also demonstrate how the plan can be adapted if your needs change. You will of course have the opportunity to ask us any questions and consider all the options available.

“When a client recently said: ‘I thought I would have to work for years but now I don’t. You’ve just changed our lives’ – that was very satisfying”
~ Graeme Young, Chartered Financial Planner

5

Implement

Once the plan has been agreed, we’ll begin implementing it. We’ll put in place the products and services we’ve outlined. We’ll endeavour to keep any paperwork to a minimum and as hassle free as possible.

6

Review

Finally we’ll agree on how regularly we should review your plan. Life can change, which means your goals and dreams might too. Regular reviews enable us to make sure your plan continues to meet your needs, check progress and make any necessary adjustments.

What's new from Thorntons Wealth

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Power of a plan

May 05, 2021

We know it’s impossible to predict the future, but we know that by putting in place a well thought through plan the future will look less daunting. ...

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