Town Close Financial Planning

TC
Financial Advisors

Town Close Financial Planning

12 Longfield, Loughton IG10 4EE
# Town Close Financial Planning

Town Close Financial Planning is a Loughton-based independent financial advisory firm that puts people at the heart of everything they do. Founded on the philosophy of "people before profits," the company delivers comprehensive financial planning services without the jargon, corporate speak, or automated responses that characterise much of the industry.

The firm serves individuals across all life stages, from young families to those approaching and in retirement. Their client base values personal relationships and bespoke advice tailored to individual circumstances rather than one-size-fits-all solutions.

What sets Town Close apart is their distinctive human-centred approach. Rather than treating clients as transaction numbers, they provide genuine support and accessibility, complemented by unique wellbeing support services. The team, led by founder Jeremy Askew, prioritises ongoing relationships and demonstrates genuine care through personal touches—evidenced by clients thanking them for thoughtful gestures like birthday cards.

Their service range extends beyond traditional financial planning to include retirement planning and specialist support during life transitions such as job seeking. They combine expert technical knowledge with emotional intelligence, acknowledging that financial decisions are deeply personal. The firm explicitly rejects false promises and maintains transparency in all dealings.

Town Close operates as a refreshingly candid alternative to impersonal corporate finance providers, positioning themselves as advocates who'll "always have your back" rather than distant advisers. Their five-star client testimonials reflect consistent satisfaction with both their professional expertise and interpersonal approach.
Services offered
Financial PlanningRetirement PlanningWellbeing SupportJob Transition SupportInvestment AdviceWealth ManagementFinancial GuidanceLife Planning
Location
12 Longfield, Loughton IG10 4EE

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