Putting You at the Centre of Your Finances
Financial planning is about more than just numbers. It's about understanding your dreams, your fears, and your values. That’s why we're here to build a long-term relationship with you, not just manage your investments.
We do this by making financial planning more human.
This means no jargon, no chatbots, no moustache twirling and no false promises. Just expert advice from one human to another.
Meet Our Team
At Town Close we value the importance of putting our clients first and that starts with our team.
We're a progressive company that celebrates diversity and welcomes clients from all walks of life.
Our approach is tailored to your unique needs, whether you’re just setting out in life, ready to retire, feeling buried under paperwork or even have neurodiverse requirements, we’re here to make your finances more human.
Unlike some others, we don’t hide behind our emails, we’re real people based all over the UK and we’re ready to talk to you today.
So, put a face to a name below and give us a call to start the conversation.
Jeremy has 30+ years experience in the financial services sector and is in the top 1% advisers in the UK by qualification.
Sarah holds a BA (Hons) in Financial Services. She works closely with Jeremy on operational areas of the business and provides overall support ensuring clients receive the best possible service.
Dan has 24 years’ experience in the Financial Services sector. He holds a Diploma in Financial Planning, the Investment Manager’s Certificate and a BA (Hons) in Financial Services.
Zoe holds a BA(Hons) in Business with Accounting, a Diploma in Regulated Financial Planning and has over 9 years experience in the financial services industry.
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Suzan is a wellbeing coach with many years of experience.Her true passion is supporting others to unlock their potential and see themselves as the complete, unbreakable beings that they are.
Alan spent his career at IBM and was one of Town Close’s early clients.He works with us on a freelance basis and as our ‘Head of Stuff’ has previously been involved in most activities that support our core business.
Louise has 20 years of experience working for large corporations and small independent businesses.
Emma holds a BA (Hons) in Business Administration.She has over 20 years' administration experience gained across several different industries for both large international corporations and small businesses.
Louise has worked in customer service roles for the last 20 years. She holds Certificate in Mortgage Advice and Practice qualification (CeMap) and has worked in the Financial Services sector for 9 years, prior to joining the Town Close Team.
