About

Dynamic and principled

Founded in 2017 to bring an institutional approach to the management of private client investments, we are a dynamic firm with a steadfast commitment to investment excellence and client service.

We seek to serve our clients over multiple decades and generations.

Our team that makes it all happen

Our talented team

Asset protection and partners

We partner with Raymond James Investment Services Limited for client reporting, trade execution, and administrative services. Its parent company, Raymond James Financial Inc., is a Fortune 500 company that manages more than £500 billion in client assets globally. Raymond James Investment Services Limited is a member of the London Stock Exchange and is regulated by the Financial Conduct Authority.

Client investments are held at Pershing Securities Limited, one of Britain’s largest custodians with more than £70 billion of client assets. It is part of the Bank of New York Mellon Corporation and oversees more than $48 trillion in client assets globally. Pershing Securities Limited is authorised and regulated by the Financial Conduct Authority.

This setup ensures independent monitoring of our clients’ investment performance and secure safeguarding of their assets. Clients never deposit their money directly with TindleWealth. We partner with these institutions to protect investments and enhance our credibility.

You can read more about the safety of our clients’ assets here.

Start a conversation. We’re here to help

01793 786 300

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

    Privacy policy / Cookies policy / Complaints policy

    Copyright 2025 Butler Toll Financial Planners

    Butler Toll Ltd trading as Butler Toll Financial Planners is authorised and regulated by the Financial Conduct Authority. Butler Toll Limited is entered on the FCA register (www.FCA.org.uk) under no. 442229. Registered office: Regus House, Windmill Hill Business Park, Whitehill Way, Swindon, Wiltshire, SN5 6QR. Registered in England and Wales. Company number: 05460739.

    The Financial Conduct Authority does not regulate tax planning, estate planning, cash flow planning, wills or trusts.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

    Consumer Duty Alliance

    The Consumer Duty Alliance, launched 9 March 2023, is an independent, ‘not-for-profit’ professional body. It aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements through the alliance of like-minded individuals and firms.

    Financial Vulnerability Charter

    The Financial Vulnerability Taskforce created this Charter in 2021 and it has over 1,000 firms. It focuses specifically on vulnerability and forms a key part of the Consumer Duty Alliance Code of Professional Standards.
    Butler Toll Financial Planners
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.