Formed over 50 years ago, Towry is a national chartered-status financial planning and wealth management firm, with more than £9 billion of client assets under management or advice. Towry provides financial planning, wealth advice and investment management services to private individuals, families and trustees.

Financial planning

Towry’s personalised life-driven approach is at the heart of its proposition. The company has a firm belief that all financial decisions should be made as part of a lifetime financial plan that is structured to help clients achieve their financial goals. Whether this is helping children onto the property ladder, planning for retirement or considering the best way to pass wealth onto the family, Towry can help.

It offers a range of planning and advice services – from a one-off piece of advice for clients who want help with one particular area of their finances, right through an integrated Lifetime Wealth Management Plan for clients with more complex financial affairs.

Towry is one of a small number of firms appointed by Camelot to provide holistic financial planning advice to National Lottery winners.

Investment management

Towry’s investment philosophy is founded on the simple idea that understanding clients’ needs and providing flexible investment options helps clients meet their financial goals.

It offers multiple approaches to investing money. Through Towry’s discretionary services, its highly qualified and experienced investment managers make all the investment decisions on behalf of clients, in line with a pre-agreed set of objectives. Towry’s advised service is for clients who want more oversight and involvement in investment decisions, alongside access to expert investment guidance and support.

Towry has a team of in-house experts in fund research, portfolio construction and risk analysis who undertake rigorous due diligence on a global scale to offer optimised, diversified portfolios to its clients. Towry’s size, reputation and strong network of relationships give it access to the most successful managers in the world.

A team of professionals

All Towry’s clients have a team of professionally qualified financial experts working on their behalf. All financial planners are supported by technical specialists, professionally qualified wealth planners and expert investment managers. This combined expertise helps Towry deliver the best possible financial advice to all its clients.

Towry award nominations

Towry was listed among Private Client Practitioner's Top 25 Most Admired Companies for 2015. The list is the only ranking dedicated to celebrating the quality and reputation of the most admired private client advisory businesses. Towry was also named as a finalist in the Financial Advisory Firm of the Year category at the 2015 Citywealth Magic Circle Awards, and were shortlisted in the Financial Adviser Team of the Year category at the Society of Trust and Estate Practitioner's (STEP) 2014/15 Private Client Awards.

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