Town Close Financial Planning Limited

Independent Financial Adviser 258a High Road, Loughton, IG10 1RB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
Will you have the future you want? Or the one that happens to you by default?
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Long term care
Meet our advisers
Jeremy Askew FPFS
Managing Director
Accreditations
Chartered Financial Planner
Ian Penberthy
Financial Planner
Mark Williams FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
I have known Jeremy for over 20 years and he has been giving me sound financial advice over the years. With such a long term commitment I believe he is always thinking about my life stage (it has changed) and the most appropriate investment advice at the time. I believe he reads my financial situation very well and often initiates very good pieces of advice when legislation has changed such as the recent changes to pensions. I have only positive comments on Jeremy.
Paul, Pembrokeshire
Jeremy is a human being in a financial world of confusion and angst. He manages to get to know his clients in a real world way before then advising on what might be best for them. There is no recorded formula rolled out each time, just a fair, honest and insightful understanding. He then follows up this understanding with a impressive knowledge of products, services and approaches and having had a relationship with him for 10+ years, there is no doubt that his knowledge is always bang up to date if not future thinking.
Martin, London
Jeremy is very personable and therefore, extremely easy to talk to. He doesn't talk technical jargon; he puts everything in to layman's terms. Jeremy really listens to what you are saying and is considered in his response. He is always clear about timeframes so you know exactly what to expect next and when. Jeremy acts with complete integrity and I wouldn't hesitate for a moment to recommend him to others.
Francesca, London
Jeremy was extremely professional and courteous from our first meeting. He listened to everything I said, understood my needs and gave me excellent advice. The journey was not completely straight forward due to factors outside of our control, but Jeremy remained confident and took control when needed, meaning that much of the stress of the situation was reduced. I felt completely safe and confident putting my affairs in his hands.I highly recommend his services.
Jayne, London
Jeremy is very friendly, very approachable and the service he provides is second to none.He totally understands our attitude to risk and what we hope to achieve with our investments. Jeremy has given us excellent advice, whilst having the patience to explain complex financial options in simple language, checking our understanding every step of the way. Jeremy is prompt, provides regular updates and responds quickly to phone calls/emails. No question we ask is too trivial. His financial planning has left us with a feeling of security, trust and confidence for our future.We are more than happy to recommend Jeremy to our family and friends.
Peter, Middlesex
My daughter and I, Attorneys for my mother-in-law E aged 95 who has lost mental capacity and who moved to a care home a year ago, consulted Jeremy earlier this year first to discuss options for dealing with E's house (which we subsequently decided to sell) and second for advice on how to invest the sale proceeds plus E's other money. After several meetings with Jeremy in my home, we decided to engage Jeremy as our Financial Adviser and his recommendations have only within the last week been implemented. I would like to give Jeremy 5 stars for all above categories but obviously it is too soon to know how good his advice has been. He certainly gets 5 stars for his patience, his understanding of our difficulties in trying to make the best decisions for E, his willingness to answer queries by phone and email, the speed with which he responds to all contacts and for being professional and personable. He gave us many hours of his time and only charged for his advice when we agreed to him writing a report.
Claire, London
Jeremy Askew is a fine fellow; he is good natured and keen to come alongside a person who might be anxious about many things relating to financial planning, future forecasting, cutting of cloth to suit, etc. I needed his advice in relation to drawdown and future investing from a modest pension pot. He came several times to the house, was unstinting in his patience (with someone like me) and very thorough indeed in the leaving of no stone unturned in order to ensure that I had understood my options - and when it came to signing up to something, the giving of a full and rounded explanation while, at the same time, allowing me time to consider for myself which way to go. I feel very safe and comfortable with Jeremy as my advisor and my understanding is that his knowledge and expertise comes from a solid base of experience in the industry.
Linda, London
Demonstrated a clear understanding of our financial affairs and helped us to make an accurate assessment of our aims and our attitude to risk. He offered us much valuable advice and showed the various options open to us outlining the pros and cons. At no stage did he attempt to buldoze us into something we were not interested in. He has a pleasant and relaxed manner in dealing with clients but completely professional. He always responds promptly to emails and telephone calls.
Mick, Middlesex
Jeremy thoroughly researched my circumstances and set up some long term investments in line with my needs.
Duncan, Cambridgeshire
Jeremy patiently listened and reviewed our current provisions, needs and wants. He clearly and calmly explained the status of our pensions and the options and opportunities to us. Following his advice we appointed Jeremy to organise and manage our SIPPs.
John, Berkshire
Jeremy's knowledge of the industry is first class and because of this I am happy with the pension arrangements that have been made. I have changed my lifestyle for the better and do not have the financial worries that I had before
Toni, Essex
Jeremy reviewed my personal pension and although not clear cut, I felt Jeremy would do a better job managing my pension than leaving it where it was.
Peter, Hertfordshire
We are very happy with the recommendations and service we have received so far.We have completely re-thought our future plans as a result of the options that have been explained to us.The products and services suggested seem well suited to our needs and we expect them to deliver against our plans.Our new pension arrangements will allow us to enjoy a better standard of living during the early years of retirement when hopefully we still have the good health to enjoy them.
Joanna, Buckinghamshire
Jeremy had an initial meeting with me to outline his services and what I needed. After agreeing to appoint Jeremy there has been several meetings in order to set out my pension needs and savings over the coming few years.
Gary, Essex
Jeremy helped us to understand and stress test options. We were able to make a decision on the basis of the scenarios and the forecasts that Jeremy put together. Jeremy helped us to think things through and also he was very open to challenge and clarification, in depth, of his suggestions.
Ian, Middlesex
I've started a pension through Jeremy and was pleased with the initial advice and found him very easy to work with. Since that initial contact I've added an ISA through Jeremy and continue to find him approachable and knowledgeable.
Richard, Middlesex
Jeremy is very friendly, very approachable and the service he provides is second to none.He totally understands our attitude to risk and what we hope to achieve with our investments. Jeremy has given us excellent advice, whilst having the patience to explain complex financial options in simple language, checking our understanding every step of the way. Jeremy is prompt, provides regular updates and responds quickly to phone calls/emails. No question we ask is too trivial. His financial planning has left us with a feeling of security, trust and confidence for our future.We are more than happy to recommend Jeremy to our family and friends.
Peter, Middlesex
Jeremy gave me clear concise advice and understood all my issues regarding my retirement choices
Elaine, Essex
Jeremy is a very professional financial adviser with a fast uptake of the personal situation. His professional analysis and understanding of the personal goals and risk attitude were impeccable. Within a very short time the transfer of the old pension into a new vehicle was completed with the assistance of the very friendly and efficient back office staff. I am more than happy to recommend Jeremy for all your financial advice tasks.
Stephan, Essex
Where to find us

258a High Road, Loughton, IG10 1RB

Make an enquiry
About us

Town Close Financial Planning believes in the power of financial planning to deliver results for you and your family that you can’t achieve on your own.

We know what we are doing and we’re as competent as anyone alive to do what you need done.

In that way we represent your best chance for success. Town Close are expert financial planners.

Our goal is the same as yours – to help you do the things that are important to you in the time you have remaining.

You should never find a financial planning firm more deeply committed to your family’s financial success than us. If you do, you should work with them, they deserve you more than us.

Future proofing your finances.

Our services

Town Close are expert financial planners.

Our goal is the same as yours – to help you do the things that are important to you in the time you have remaining.

Only a great financial plan can help you do this.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 2.73 mi
Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
 
Independent Financial Adviser 3.04 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Restricted - whole of market 3.04 mi
We specialise in providing advice to clients who are deferred members of Final Salary or Defined Benefit pension schemes
 
Independent Financial Adviser 3.41 mi
Financial Advisers research and find products from the whole of the market to find the best solution for you.