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Welcome to Throgmorton Associates Wealth Management
Thank you for visiting
We strive to provide clarity in an evermore complicated world. Many of our clients from across the UK trust us with all areas of their finances. We are also often introduced to the people they care about, and we take that as a great compliment.
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What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
Face to face, Adam enquires about future plans and ambitions moving forward and advises accordingly. Support is just a text or call away.
We have worked with Adam Copsey for the past two years and would not hesitate to recommend him. He is friendly, professional, and always takes the time to explain things clearly. Adam is responsive, listens carefully to our goals, and tailors his advice to our needs. His recommendations are well ...
Sara-Jane is approachable and friendly, she inspires confidence. As we approach retirement and planning becomes a reality, we are confident in her advice and solutions to ongoing issues. We feel safe with her advice and she is helping us work through the tax and inheritance i...
Our St. James's Place Partner, Becky Furber has continued the excellent relationship we've had with SJP, commenced in 2007 with Alan Britain. We are confident in the advice and support provided, finding Becky extremely helpful and friendly.
Becky is friendly and professional, generous with her time and always client focused. I trust her to provide solid support to clients and would wholeheartedly recommend her to anyone who is considering seeking financial advice, either for the first time, or looking for a new long-term adviser.
Becky is extremely helpful and professional and has helped us sort our myriad of pensions which date back 40 years. Becky's hard work, advice and unwavering commitment to service has made us happy that our pensions are now actually working hard for us, and very well invested. Becky has made us feel ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Not just the evidence of good investment decisions but a really deep understanding of my ambitions (and fears!). A meeting with Mark is like a financial spring clean with added well-being benefits. I’m a fan.
It was such a huge relief when Jon ‘sorted me out’ financially, with such immediate warmth and understanding. He is extremely dedicated, thoughtful, kind and fun efficiently working out a client’s needs, his continual service and support is marvellous. I would certainly recommend him to all my ...
A few years ago, I asked Nick to provide some pension advice and from there Nick has proved himself to be a trusted adviser in dealing with my personal finances. Future financial well-being is very important to me, and accepting financial advice requires a lot of trust and a very good relationship -...
Adam has been my financial adviser for over 15 years, and is now someone I trust above anyone else. From the beginning it was not just about investing money – our discussions were always about my life and my future needs. It was all about the long term and to build a lasting and strong professi...
We first met Sean Clifford at an event in Shrewsbury when we were looking for mortgage advice to purchase our new home. Sean quickly put us at ease as he was able to explain all the different options and products that were available to us in a friendly but informative manner. We would not hesitate i...
Steve was referred to us by our accountant. A number of years ago. We have been very happy with the services provided. Steve has proven to be both trustworthy and reliable. He has always provided knowledgeable expert advice and been very professional with both our personal and business finances...
I have always trusted Nick Jones's advice, he explains everything to me in terms that I understand. I find it quite easy to talk to Nick about problems regarding retiring, as it's a very major decision to make. when I first met Nick, I found him easy to talk to without him pressuring me into anythin...
Jon Lee has been my financial adviser for many years. Keeping a keen eye on the markets, he keeps abreast of current trends and makes appropriate adjustments to policies with good effect. He is very approachable and responds quickly to messages. As a result of these qualities, I feel financiall...
Being out of the Corporate world I was conscious that I was no longer contributing to a pension or long term savings plan. I discussed with Nick the investments I currently had and what my potential short term as well as long term needs might be. Nick made suggestions based on what we had discussed ...
We have been a client of Jon for several years now. During this time, he has always provided us with timely and reliable advice regarding pensions, investments and insurance products. We feel that our longer-term futures are being well-managed by Jon and the wider Throgmorton and St. James's Place t...
Nick has provided an excellent service when guiding us through our long term financial planning. His high level, professional approach without pressure allows us both to make the right decisions at our own pace. We now have a clear investment strategy with the peace of mind that we have both Nick Jo...
Adam is incredibly knowledgeable and we have already benefited greatly from his advice. He takes time to really understand our circumstances and our needs, and is happy to clearly explain or answer our questions. The support and service he provides is excellent. I would absolutely recommend him.
Really happy with the service I am receiving, so much I have passed the contact onto my Daughter to have her private pension sorted out. The advice I receive is backed up by pure facts and find it easy trust in this company. I have a great relationship with my financial adviser too so a win win s...
Adam has been a fantastic support with our finances. He has given us honest and trustworthy advice and helped us to understand what we need to do to in order to achieve our monetary aims. He is extremely knowledgeable and explains things clearly making even difficult topics very easy to understan...
My financial adviser has been incredibly patient with my limited knowledge. Sara-Jane explains everything clearly and takes time to ensure I truly understand. Thanks to Sara-Jane’s guidance, my investments have grown, and I feel much more confident managing my finances. I genuinely appreciate Sar...
I first started talking to Sara- Jane at a very difficult time in my life. She was able to talk to me about my situation and clearly explain any processes. Moving forward she has listened to my plans for the future and given me advice and support along the way. Being approachable and friendly , she...
Rebecca Furber has helped and advised me on my investments over many years. She is completely honest and also a true friend to me. I would also recommend her to my friends and others.
I believe that my Wealth Manager at SJP is focussed on ensuring the best yield possible for my portfolio. My review meetings are engaging, educational and informative. I trust the advice he provides and find the support to manage my investments very reassuring.
Face to face, Adam enquires about future plans and ambitions moving forward and advises accordingly. Support is just a text or call away.
We have worked with Adam Copsey for the past two years and would not hesitate to recommend him. He is friendly, professional, and always takes the time to explain things clearly. Adam is responsive, listens carefully to our goals, and tailors his advice to our needs. His recommendations are well ...
Sara-Jane is approachable and friendly, she inspires confidence. As we approach retirement and planning becomes a reality, we are confident in her advice and solutions to ongoing issues. We feel safe with her advice and she is helping us work through the tax and inheritance i...
Our St. James's Place Partner, Becky Furber has continued the excellent relationship we've had with SJP, commenced in 2007 with Alan Britain. We are confident in the advice and support provided, finding Becky extremely helpful and friendly.
Becky is friendly and professional, generous with her time and always client focused. I trust her to provide solid support to clients and would wholeheartedly recommend her to anyone who is considering seeking financial advice, either for the first time, or looking for a new long-term adviser.
Becky is extremely helpful and professional and has helped us sort our myriad of pensions which date back 40 years. Becky's hard work, advice and unwavering commitment to service has made us happy that our pensions are now actually working hard for us, and very well invested. Becky has made us feel ...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Not just the evidence of good investment decisions but a really deep understanding of my ambitions (and fears!). A meeting with Mark is like a financial spring clean with added well-being benefits. I’m a fan.
It was such a huge relief when Jon ‘sorted me out’ financially, with such immediate warmth and understanding. He is extremely dedicated, thoughtful, kind and fun efficiently working out a client’s needs, his continual service and support is marvellous. I would certainly recommend him to all my ...
A few years ago, I asked Nick to provide some pension advice and from there Nick has proved himself to be a trusted adviser in dealing with my personal finances. Future financial well-being is very important to me, and accepting financial advice requires a lot of trust and a very good relationship -...
Adam has been my financial adviser for over 15 years, and is now someone I trust above anyone else. From the beginning it was not just about investing money – our discussions were always about my life and my future needs. It was all about the long term and to build a lasting and strong professi...
We first met Sean Clifford at an event in Shrewsbury when we were looking for mortgage advice to purchase our new home. Sean quickly put us at ease as he was able to explain all the different options and products that were available to us in a friendly but informative manner. We would not hesitate i...
Steve was referred to us by our accountant. A number of years ago. We have been very happy with the services provided. Steve has proven to be both trustworthy and reliable. He has always provided knowledgeable expert advice and been very professional with both our personal and business finances...
I have always trusted Nick Jones's advice, he explains everything to me in terms that I understand. I find it quite easy to talk to Nick about problems regarding retiring, as it's a very major decision to make. when I first met Nick, I found him easy to talk to without him pressuring me into anythin...
Jon Lee has been my financial adviser for many years. Keeping a keen eye on the markets, he keeps abreast of current trends and makes appropriate adjustments to policies with good effect. He is very approachable and responds quickly to messages. As a result of these qualities, I feel financiall...
Being out of the Corporate world I was conscious that I was no longer contributing to a pension or long term savings plan. I discussed with Nick the investments I currently had and what my potential short term as well as long term needs might be. Nick made suggestions based on what we had discussed ...
We have been a client of Jon for several years now. During this time, he has always provided us with timely and reliable advice regarding pensions, investments and insurance products. We feel that our longer-term futures are being well-managed by Jon and the wider Throgmorton and St. James's Place t...
Nick has provided an excellent service when guiding us through our long term financial planning. His high level, professional approach without pressure allows us both to make the right decisions at our own pace. We now have a clear investment strategy with the peace of mind that we have both Nick Jo...
Adam is incredibly knowledgeable and we have already benefited greatly from his advice. He takes time to really understand our circumstances and our needs, and is happy to clearly explain or answer our questions. The support and service he provides is excellent. I would absolutely recommend him.
Really happy with the service I am receiving, so much I have passed the contact onto my Daughter to have her private pension sorted out. The advice I receive is backed up by pure facts and find it easy trust in this company. I have a great relationship with my financial adviser too so a win win s...
Adam has been a fantastic support with our finances. He has given us honest and trustworthy advice and helped us to understand what we need to do to in order to achieve our monetary aims. He is extremely knowledgeable and explains things clearly making even difficult topics very easy to understan...
My financial adviser has been incredibly patient with my limited knowledge. Sara-Jane explains everything clearly and takes time to ensure I truly understand. Thanks to Sara-Jane’s guidance, my investments have grown, and I feel much more confident managing my finances. I genuinely appreciate Sar...
I first started talking to Sara- Jane at a very difficult time in my life. She was able to talk to me about my situation and clearly explain any processes. Moving forward she has listened to my plans for the future and given me advice and support along the way. Being approachable and friendly , she...
Rebecca Furber has helped and advised me on my investments over many years. She is completely honest and also a true friend to me. I would also recommend her to my friends and others.
I believe that my Wealth Manager at SJP is focussed on ensuring the best yield possible for my portfolio. My review meetings are engaging, educational and informative. I trust the advice he provides and find the support to manage my investments very reassuring.
Face to face, Adam enquires about future plans and ambitions moving forward and advises accordingly. Support is just a text or call away.
SJP Approved 17/12/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
