Steve was a co-founder of Throgmorton Associates Wealth Management. He has worked in the financial sector for more than 30 years and has provided face to face financial advice for over 25 years.
He has a combination of excellent knowledge together with a wealth of experience delivering solutions. His professional knowledge is constantly being developed and updated as the financial markets develop and change. Steve has been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII), making him one of the UK’s leading advisers and assisting with his goal of providing high quality wealth management solutions.
Steve’s aim is to develop and maintain long term and trusted relationships with his clients. His clients consist of private individuals, corporate entities, family & other Trusts and Pension Trustees.
Jon has been in financial services for over 30 years and providing personal face to face advice since 1986 to both private and corporate clients. He believes every client deserves the same high level of service and strives to maintain this through building a trusting and strong relationship whilst managing and advising on their financial needs.
Mark has more than 21 years’ experience in the financial services industry and has recently been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This means he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means his clients can be confident that they are dealing with one of the UK’s leading advisers who is wholly committed to providing them with the best possible advice, service and support.
Mark believes that taking the time to get to know each of his clients, their unique circumstances, financial and life goals is the key to building a successful long term relationship. Mark utilises his wide-ranging experience and interest in finance to formulate comprehensive wealth management solutions to meet clients’ individual needs.