Foreword from Alan Turton, Managing Director
In 1996, I formed Rowley Turton (IFA) Ltd in conjunction with Rowleys (formerly John Rowley & Co.), one of Leicester's oldest independent firms of Chartered Accountants.
We provide professional independent financial advice on a range of financial matters (investments, savings, retirement planning, life assurance, critical illness cover, etc.) for discerning individuals, families, trustees, directors and business owners with an emphasis on traditional values of service, professionalism and care.
Based in Leicester, we advise people across the UK, with investment portfolios ranging from £100,000 to £5,000,000. In total, we look after around £135 million for our clients (figures as at June 2018).
Our day-to-day work with our clients is always varied – but certain themes and values run through everything. These are the things that set us apart:
- Our main focus has always been on building truly long-term relationships and establishing long-term planning across the generations; we often count two, or even three generations of a family amongst our clients. This helps bring success for our clients’ financial planning and also for us as a company.
- It sounds obvious, but examining closely is a vital part of what we do. As a result, we have sidestepped all of the mis-selling and ‘toxic’ product problems of recent years, applying three things: expert analysis, common sense and a healthy dose of scepticism.
- Most of all, underlying everything we do, with clients and in our business decisions, is how we see ourselves: the word ‘intermediary’ implies a neutral position between two parties. However, we aren’t neutral. Whilst behaving ethically to all parties, we remember that our job is to be always on your side.
- We aim to add value to our client relationships by ensuring that you receive the very best financial planning and independent financial advice.
Call me a call on 0116 282 2177 to discover more about our award winning advice.