Taking care of your investments

We believe that all financial decisions, including investment decisions should be made as part of a lifetime financial plan – a road map for what you are trying to achieve.

We are proud to support The Prince's Trust

We are Silver Patrons of The Prince’s Trust and commit funds to support The Prince’s Trust Development Award Programme.

Innovative benefits for your senior executives

Our confidential financial planning service for directors and senior executives can be sponsored or facilitated via a company's HR function.

Are you a Financial Adviser or Business Owner?

We are currently looking to attract teams or individuals to join us in our Wealth Advice team.

Expert wealth advice

Choosing the right wealth adviser to help you make decisions about your financial future is very important. At Towry, we believe that your financial decisions should be made as part of a lifetime financial plan which is structured to help you achieve your short and long term goals.

We can help you develop this plan and advise you on ways you can meet your objectives. Whether you are interested in planning for your children’s education, retirement planning, tax planning or how best to pass your wealth on to family members, we will take a holistic view of your finances and tailor our solutions to help you achieve your personal financial goals.

We are a leading wealth advice firm with 18 offices across the UK. We specialise in providing wealth advice and investment management services to private individuals.

RDR - What it means for you

The Financial Services Authority’s (FSA’s) Retail Distribution Review (RDR) came into effect on 1st January 2013, bringing with it a number of positive changes in the way the financial advice industry operates in the UK.

Towry has always supported the key objectives of the RDR and the benefits it will bring to clients. Read more here.

  • UK GPD figures offer room for ‘quiet encouragement’
    UK GDP numbers are always subject to later revision, and in recent times these have tended to be positive.  Therefo...Read more
    26 April 2013
  • A small beer Budget
    Having told us about the lack of growth in the economy and the higher than previously anticipated borrowing figures, it ...Read more
    21 March 2013

We have 18 offices throughout the UK

Find your nearest Towry Wealth Adviser using our office finder tool

The Retail Distribution Review

Andrew Fisher, Chief Executive at Towry, discusses the implementation of the RDR by the FSA

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Awards

We are proud to be listed among Private Client Practitioner's
Top 25 Most Admired Companies for 2013