Financial Advisors in Towcester

Financial planning often becomes most valuable when life is changing. Whether you are approaching retirement, deciding when to step back from work, reviewing investments or considering how best to use the wealth you have built over time, having experienced guidance can help bring clarity to important decisions.

Based in the village of Greens Norton, just outside Towcester, our team supports clients across South Northamptonshire and the surrounding area. Conveniently located between Northampton, Milton Keynes, Banbury and Oxford, we work with individuals and families throughout the region.

For more than two decades, we have helped clients navigate significant financial decisions, with particular experience supporting people aged 50 and over as they prepare for retirement and the opportunities that follow. Many of our client relationships span years, and in some cases generations, reflecting the long-term partnerships we build and maintain.

Our team combines more than 80 years of collective industry experience and includes Chartered and Certified Financial Planners committed to delivering professional, personalised advice. Since establishing our presence near Towcester in 2002, we have focused on helping clients make informed decisions with greater confidence and peace of mind.

Our commitment to long-term client relationships is reflected in independent feedback gathered through platforms such as VouchedFor and client surveys. In a 2022 client survey, 96.49% of respondents said they believed working with our team had helped them move closer to achieving their financial goals.

Our Towcester team combines decades of financial planning experience with advanced professional qualifications and a shared commitment to helping clients make informed financial decisions. Working collaboratively, the team supports individuals and families across retirement planning, pensions, investments and long-term financial planning, providing advice tailored to each client’s goals and circumstances.

The office’s financial planners are Richard Peters CFP™, Samuel Colby-Butcher APFS and Niamh Philp DipPFS. Richard is both a Chartered Financial Planner and Certified Financial Planner, Samuel is a Chartered Financial Planner, and Niamh holds the Diploma in Regulated Financial Planning and is working towards Chartered status. These professional qualifications are complemented by years of experience helping clients navigate retirement planning, pensions, investment decisions and wider financial planning needs.

While each client has a dedicated advisor, the team regularly shares knowledge and expertise to help deliver the best possible outcomes. Dedicated client support colleagues also play an important role in creating a consistent, personal and professional service experience.

Many members of the team have worked together for years, bringing continuity to client relationships and helping create a welcoming environment where clients can build lasting relationships with people who understand their financial journey and evolving goals.

“We start with the life you want to lead and build the financial plan around it. Our clients are looked after by a close-knit team that has worked together for many years, so the experience feels personal, relaxed and consistent.”

Mark White, Office Principal

Financial Planning Services in Towcester

Advice is tailored to individual circumstances, current priorities and longer-term goals. The team’s core services include retirement planning, pension advice, investment planning, cash flow modelling, estate planning and intergenerational planning. Recommendations are made only after the team has explored a client’s lifestyle goals and built a clear financial plan.

Clear, accountable advice

Financial planning is personal, which is why we take the time to understand what matters most to you. We will explain our recommendations clearly, talk through the reasoning behind them and help you feel comfortable with the decisions you make. Many of our clients have worked with us for years, reflecting the importance we place on building trusted, long-term relationships.

You can learn more about each advisor’s qualifications, experience and areas of expertise in their individual profiles. Details of an advisor’s permissions and regulatory status can also be checked on the Financial Services Register at register.fca.org.uk.

Visit the Towcester office

Based in Greens Norton, just outside Towcester, our office provides a convenient and accessible location for clients across South Northamptonshire and the wider South Midlands, with straightforward access from the A5, A43, M1 and M40. The office is surrounded by the rolling countryside that characterises the local area, creating a relaxed setting for financial planning conversations.

From the moment you arrive, our aim is to make you feel welcome. Whether it’s a reserved parking space for your visit or the familiar faces of a team that has worked together for many years, we believe the small details matter and help create a positive experience. Whether you are approaching retirement, reviewing existing plans or looking for greater clarity about your financial future, we are here to help.