About Us

The Town Close Foundation was born out of Town Close Financial Planning and acts as their philanthropic arm. 

The Foundation  exists to utilise the varied and extensive skills of the Town Close client base to help individuals, not-for-profits and charities achieve their goals.

Through a mixture of coaching, mentoring and consulting, we aim to establish relationships with individuals and leaders in not-for-profit organisations, help them articulate the issues they face and then involve people with the requisite skills to assist. We do not charge anything for this work. 

We are occasionally asked to do work for commercial organisations. In these cases, any revenue earned goes to The Foundation so we can provide financial support to individuals or not-for-profits where appropriate. Commercial companies like the fact that they are getting high quality resource at commercial rates, but that the money is channelled to good causes. 

We are delighted to support The Wildheart Foundation with business and start-up skills, as well as an ongoing financial contribution. 

Alan Flack

Director

The Town Close Foundation

Town Close are expert financial planners - our team exist to help you get ready for, and thrive in, retirement. 

But Town Close are more than just Financial Planners.  We take a holistic view of each and every client and recognise that many of them can benefit from support across many aspects of their lives. That’s why we offer all clients access to our well-being consultant, Suzan Issa. 

Suzan is a Wellbeing, Emotional Regulation & Neurodiversity specialist. She has helped parents, children and families deal with various mental health and other issues. Succeeding financially is only part of the answer, and Suzan and her team help people deal  with some of the many roadblocks that that get in the way of people reaching their full potential. 

Conversations with Suzan are available to any Town Close client completely free. It’s one of the many ways we go the extra miles for our clients. 

Suzan is also the CEO of The Wildheart Foundation and we are delighted to be their lead sponsor. 

We believe that every child has unlimited potential to thrive, and grow to be their best self, and we're delighted that our support will help more children  become the stars of tomorrow. 

Jeremy Askew

Managing Director

Town Close Financial Planning