Meet
Jennifer
You've climbed the career ladder, juggled work-life balance, and achieved incredible things. Now, let's ensure your finances empower you to reach your next goals.
Let's get to know you
As a successful person in your prime earning years, you've likely accumulated significant assets and face unique financial considerations. You might be planning for retirement, caring for ageing parents, or supporting your children's education. At Town Close, we understand these complexities and create personalised financial plans that reflect your values and aspirations.
Your Investment Goals
We'll develop a customised investment strategy aligned with your risk tolerance and time horizon. Whatever you prioritise saving for, we'll craft a plan to get you there.
Retirement Readiness
Transitioning to retirement shouldn't be a source of anxiety. We'll explore your current status, pension plans, and any savings and introduce you to our in-house wellbeing coach, Suzan.
Tax Planning Strategies
We'll help you navigate tax laws and deductions to maximise your wealth and minimise your tax burden.
Estate Planning
Protect your legacy and ensure your assets are distributed according to your wishes. We can guide you through the estate planning process and connect you with legal resources.
Financial Planning Beyond the Numbers:
We speak your language: Forget stuffy financial jargon. We use clear communication and prioritise your understanding throughout the process.
Feel empowered: We offer support and resources specifically tailored to women's financial needs, helping you gain confidence in managing your money.
Building a Supportive Community: Connect with other successful people facing similar financial considerations.
Get personalised financial service details
Ready to take control of your financial future? Schedule a complimentary consultation today and let's spend some time talking about you and your aspirations.
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.
