The vision to make a difference

Our Approach

Towergate Financial provides Financial Planning and advice to both private clients and corporates.

Corporates

We advise on all areas of business continuity, employee benefits and business protection. Our specialist advisers keep our clients up to date with current industry trends and changes to legislation.

Also available to corporate clients is access to our Private Client Team, which provides financial planning advice to high net worth individuals

Private Clients

We have two core client service programmes for clients seeking individual financial planning and advice.

The Towergate Financial Choice programme is designed for clients with uncomplicated financial affairs, seeking a high quality core service. The Choice programme is specifically designed for clients with investments of up to £75,000 but may be appropriate for other clients too, depending on your needs. Your financial adviser will discuss with you which programme is most appropriate.

For more information on this service, please click here.

The Towergate Financial Wealth programme is designed for clients seeking the high quality service provided by the Choice programme but who have other specialist needs or investment requirements such as regular face-to-face reviews. The Wealth programme is specifically designed for clients with investments of more than £50,000 but may be appropriate for other clients too, depending on your needs. Your financial adviser will discuss with you which programme is most appropriate.

For more information on this service, please click here.


Investment Strategy

Across our business our advisers acknowledge the value of multi-asset class investing and that consistent long term investment returns come from diversification across asset classes, an appropriate understanding of appetite for risk and ensuring that underlying costs are minimised for the client.

Your adviser will discuss your requirements in detail with you and agree a strategy that is right for you. Click here to set up an appointment with an adviser.