Money
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
You aren't just a number and neither are your finances.
At Town Close,
we're here for life
We do financial planning and we make it human.
We demystify it, we make it accessible, and we care.
This means:
no jargon, no BS, no chatbots and no false promises.
Just real advice from real people.
No matter where you are in life,
we help make your plans a reality.
We’re Town Close Financial Planning.
“Hello Jeremy and Staff TCFP. Thank you very much for my birthday card. It was very sweet of you all and I enjoyed it very much. I wish you all the best. ”
Stephan, Town Close Client
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Meet Jeremy, the founder of Town Close Financial Planning
"Our philosophy is simple: People before profits. Always. If you’re looking for a company that will just consider you a number then look elsewhere. But if you want to be with a team that will always have your back, then come speak to us."
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Financial Services for You
At Town Close, we're leaders in Financial Services and can provide everything from expert advice to a shoulder to lean on (and we're particularly proud of the unique Wellbeing support we provide too).
“Thanking Suzan for having her support in the job seeking journey.”
Ben J, Town Close Client
We're here to support everyone with their finances
That said, we're particularly excellent at supporting engaged individuals from young go-getters to soon to be retirees. We find we also tend to attract a lot of driven, professional women and business owners too!
People considering retirement
Whether you're feeling excited or nervous for retirement, Town Close understands. We'll help you navigate this exciting with confidence, ensuring your finances are in their best shape for your golden years.
Young Professionals
Buying a house, retiring early, living your best life. Everything feels more achievable when you take charge of your financial future. Town Close can help you build a solid foundation, invest wisely,
and achieve your long-term goals.
Those already retired
Retirement is a time to be enjoyed and at Town Close, we specialise in not only helping you protect (and grow!) your nest egg but we also excel in estate planning and tax optimisation. So ensure your retirement is as comfortable and protect your legacy today.
Professional women
The gender pay gap is very real and is one example of the unique financial challenges women face. At Town Close we have made it our mission to help change this inequality by providing expert financial support. Click below to find out more.
Hear from our community!
We're not joking when we say that our focus at Town Close is putting you at the centre. Don't take our word for it though, here's what our clients say about us.
Ben J
Town Close Client
Paul W
Town Close Client
Neil P
Town Close Client
Sophie R
Town Close Client
Get Expert Financial Advice
Stay informed with our latest financial insights and advice.
Frequently Asked Questions
Find answers to common questions about our services, policies, and more.
Our services include financial planning, investment management, and retirement planning.
To apply for our services, please fill out the contact form on our website.
Our fees vary depending on the services you require. Please contact us for more information.
You can contact us by phone, email, or through the contact form on our website.
Yes, we offer free initial consultations to discuss your financial goals and needs.
Contact Now
We’d love to hear from you and we offer three handy ways for you to get in touch.
Use whichever way best suits you and we'll aim to respond within two working days.
