Company Information

Get to know Thorley Wealth Management

Thorley Wealth Management is the trading style of Thorley Financial Planning Limited, an Appointed Representative of Quilter Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). The company was founded by Jonathan Thorley with the mission to provide tailored, long-term financial advice. They specialise in holistic financial planning for private individuals and corporate clients, focusing on services such as investment management, retirement planning, inheritance tax strategies, and protection policies. Their approach is centered on building lasting relationships and providing clear, face-to-face advice to help clients achieve their financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Thorley Wealth Management

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.