News

25 Jan 2021

Thorntons Investments announces two acquisitions to support ambitious growth plans

• posted by Ann Leighton
• Blog

Thorntons Investments, the Dundee headquartered wealth manager, has acquired Matheson Financial Consulting and Sonas Wealth Management as part of its ambitious plans to develop and grow the business. The acquisitions add around £175m AUM to the £420m Thorntons Investments already manages on behalf of clients. As part of the agreement, both firms will retain their…

Continue Reading

8 Jan 2021

Urgent Notification – Potential Fraudulent Email Correspondence

• posted by Stephen Webster
• Charities, Private Clients, Financial Advisers, Blog

We have recently become aware of an attempted fraud being perpetrated against one of our clients. Fortunately, it was brought to our attention quickly and there was no impact to our client.   However, please be aware of any email correspondence coming from anyone claiming to be an employee of Thorntons Investments contacting you with an…

Continue Reading

24 Sep 2020

Coronavirus (COVID-19)

• posted by Stephen Webster
• Charities, Private Clients, Financial Advisers, Blog

In line with current UK Government restrictions regarding the Covid-19 Pandemic, our offices remain closed. Our colleagues are working from home and continue to provide services and maintain regular communications with all our clients. Should you wish to speak with us, please continue to use the main telephone number of 01382 797600 and your call…

Continue Reading

27 Apr 2020

How to avoid the latest “Corona-Scams”

• posted by Emily Ritchie
• Private Clients, Blog

The Coronavirus pandemic is having a significant impact on our society and the way we go about our lives, and you will have no doubt seen on the news the many issues arising, ranging from the lack of PPE supplies for front-line workers to the consumer rush on  hand sanitiser and toilet rolls.   Unfortunately, it is…

Continue Reading

30 Mar 2020

Financially Worrying Times – or maybe not as bad as you thought?

• posted by Thorntons Wealth Financial Planning Team
• Charities, Private Clients, Blog

As I sit and write this blog the world is looking like a very different place.  I’m sitting on my balcony on a Saturday afternoon and stillness and calm fill the air. The sense of purpose and noise has been replaced by a different pace/beat of life. This got me thinking – whilst I feel…

Continue Reading

26 Nov 2019

St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

• posted by Thorntons Investments
• Charities, Private Clients, Blog

Thorntons Investments, in conjunction with our colleagues at Thorntons Law are pleased to offer an informal breakfast seminar focusing on practical considerations you can make to optimise your inheritance for the next generation of your family. Topics will include: Retirement and Inheritance Tax Planning IHT and AIM Investment Opportunities Legal considerations around Wills, Estate Planning…

Continue Reading

31 Oct 2019

Thorntons Investments bolsters Board with Rosengarten appointment

• posted by Stephen Webster
• Charities, Private Clients, Financial Advisers, Blog

Thorntons Investments has appointed Ed Rosengarten to the Board as a non-executive director with immediate effect. The appointment comes as Thorntons Investments seeks to strengthen its presence in London and the South of England as it further develops and grows its discretionary investment services proposition. Ed brings a wealth of knowledge and experience to the…

Continue Reading

30 Sep 2019

Pre Retirement Seminar

• posted by Thorntons Wealth Financial Planning Team
• Charities, Private Clients, Blog

My retirement bucket list, have you given yours any thought yet? Visit St Petersburg in Russia Walk the Berlin Wall Attend the men’s tennis final at Wimbledon Attend the opera in Verona Wine Tasting in South Africa Visit the Grand Canyon Go shopping on Rodeo Drive Live in Italy for a few months Cocktails at…

Continue Reading

1 Aug 2019

Pre Retirement Seminars

• posted by Thorntons Wealth Financial Planning Team
• Charities, Private Clients, Blog

I was chatting to a colleague recently about my forthcoming birthday, and suddenly it dawned on me that in eight years’ time, I will be able to access funds from my pension arrangements. My first thought was, ouch, how did that happen? I still feel 21 most of the time! Well the years pass quickly…

Continue Reading

2 Jul 2019

Pre-Retirement Seminars

• posted by Thorntons Wealth Financial Planning Team
• Charities, Private Clients, Blog

Thorntons Investments are delighted to announce that our Pre-Retirement Seminars are now available to book. Click here – https://www.eventbrite.co.uk/e/am-i-ready-to-retire-pre-retirement-seminar-tickets-64176371254. These informative seminars are free and are designed to help you explore whether you feel ready to retire, and also consider what this next stage of your life may look like. There will be a limited…

Continue Reading