Money
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
demystified
simplified
without the BS
made human
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
hover to read more!
tap to read more!
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."
.jpg)
Financial Services for You
Financial planning is what we do - from clear, expert advice to a shoulder to lean on when you need one. And we're proud of something most firms don't offer: real wellbeing support, built in.
“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
We're here for everyone, but we've a particular knack for a few groups: people early in their careers, those approaching retirement, and the many driven professional women and business owners who find their way to us.
People considering retirement
The years before retirement bring a quiet question: will it actually be okay? We help you answer it – getting your finances into shape so you can step into this next chapter feeling ready, not anxious.
Young Professionals
A first home, more freedom, the option one day to stop working on someone else's terms. It all feels more within reach once someone's helping you make sense of the money. We'll help you build solid foundations and keep your long-term plans on track.
Those already retired
Retirement should be something you enjoy, not something you keep worrying about.
We help you make the most of what you've built, plan how it passes on, and stay confident that it will last as long as you need it to.
Professional women
Women often face a different financial picture – career breaks, a wider pension gap, more years to plan for. We help you plan around those realities, not around averages. And you'll be working with a team who understand them, because we live them too.
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.
.jpg)
Frequently Asked Questions
Find answers to common questions about our services, policies, and more.
Financial planning, investment management, retirement planning, estate planning - and the human support around all of it, including dedicated wellbeing coaching. The plan comes first; everything else serves it.
There's no application to fill in. Just get in touch through the contact form, by phone, or by email, and we'll arrange a first conversation - free, and no obligation.
We charge a fixed fee in pounds - not a percentage of your money. What you pay reflects your situation and life stage, not how much you have. The first conversation is on us, and we'll always tell you the fee plainly before anything's agreed.
You can contact us by phone, email, or through the contact form on our website.
Yes. The first conversations are free and unhurried - a chance to talk things through and see if we're right for each other, with no pressure either way.
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.
