Building a Brighter Future, Together
At Town Close, we know that financial planning is about more than just numbers. It's about understanding the unique needs and aspirations of every individual who works with us. That's why we've built a team that reflects our commitment to responsible inclusivity.
Here's how we're different:
A Team That Gets You: Our team is a vibrant bunch of backgrounds, ethnicities, genders, sexuality and neurodiversity. This allows us to connect with you on a deeper level, understanding your specific circumstances and goals.
Inclusive Approach:
Financial planning can be complex, but we make it accessible. We strive to use clear, jargon-free language and offer resources tailored to different learning styles.
Celebrating Neurodiversity:
We value the unique strengths that neurodiversity brings to the table. Our team members are trained to be patient, understanding, and adaptable to ensure everyone feels comfortable discussing their finances.
Dedicated Well-Being Coach:
We understand that financial planning can be stressful, especially when approaching retirement. That's why we offer the dedicated support of our well-being coach. With extensive experience, she's here to guide you through the emotional aspects of financial decisions, helping you make choices that support your overall well-being.
Taking Responsibility:
We are committed to responsible financial practices. We prioritise transparency and ethical conduct in everything we do. Our goal is to empower you to make informed decisions about your financial future. Our Website has even been designed with complete accessibility and inclusivity from the ground up using a range of expert input to ensure our site meets our ideals.
