Thornton Associates Ltd Chartered Financial Planners

At Thornton, we empower individuals and families on the Isle of Man to take control of their financial future. With over two decades of expertise, we provide comprehensive financial planning and investment advice to private clients, trustees, and business owners.

Our Mission

We exist to guide you through the complexities of financial planning, offering tailored solutions that align with your individual goals and aspirations. We believe in building lasting relationships built on trust, transparency, and open communication. Our goal is to empower you with the knowledge and confidence to make informed financial decisions.

Who We Are

Founded by Managing Director Sharon Sutton in 2000, Thornton is a team of highly qualified and experienced Chartered Financial Planners. We hold ourselves to the highest ethical standards, adhering to the rigorous principles of the Personal Finance Society. As an island business, we are proud to contribute to the local community and manage our business responsibly.

What We Do

Our services encompass a wide range of areas, including:

Investing & Retirement Planning

• Developing personalized investment plans to achieve your financial goals
• Guiding you through the intricacies of pensions and retirement planning
• Optimizing your tax-efficient contributions to maximize your retirement savings

Pensions & Retirement Planning

• Comprehensive analysis of your existing pension arrangements
• Guidance on maximizing your State Pension
• Strategies for planning for a secure and comfortable retirement

Financial Planning & Organisation

• Developing a holistic financial plan tailored to your unique needs and aspirations
• Organizing your finances and establishing effective budgeting habits
• Creating a robust financial safety net and risk management plan

Additional Services

• Moving from the UK to the IOM: Specializing in assisting individuals and families with their financial transition to the Island.
• Scam awareness: Providing educational resources and insights to help you identify and avoid potential financial scams.

Our Commitment

Our approach is collaborative, partnering with you to achieve your financial goals. We will work closely with you to understand your individual needs, goals, and aspirations. We are committed to open communication, regular reviews, and ongoing support to ensure your financial plan remains relevant and effective over time.