01162822177 enquiries@rowleyturton.com

Frequently Asked Questions

 Frequently Asked Questions, FAQ

Should I switch from my existing adviser to Rowley Turton?

Yes. In our experience people only really change advisers either when they feel that they've been let down by the existing adviser in some way by poor advice or service, or if their existing adviser has moved on or retired. Consequently if you're already reading our website then we suspect you are looking for a new adviser.

Are you an 'Independent Financial Adviser'?

Yes. Rowley Turton are independent financial advisers, consequently you can be assured that we fully consider all available options for you, sourcing and recommending the most appropriate solutions for you from across the whole of the market.

Are you 'Chartered Financial Planners'?

Yes. Rowley Turton were one of the first firms in Leicester to be awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).

Can I be sure you're one of the good guys?

Yes.  When you place your trust in the hands of experts, you want to know that the financial advice you are receiving is the very best available.

Rowley Turton have been looking after our clients for over 20 years. Over that time we've built up a great reputation as one of the UK’s leading firms of Chartered Financial Planners and Independent Financial Advisers (IFAs), having won and been shortlisted for numerous national financial advice awards.

Does your office offer free parking?

Yes. Our office is conveniently located just off junction 21 of the M1 with free onsite parking. Why not combine a visit to our offices with a shopping trip to nearby Fosse Park.

I can't make it to your office. Could you visit my home or office instead?

Yes. We appreciate than not everyone can always make it to our office; consequently we can visit you if you'd prefer.

I live outside Leicester and Leicestershire. Can I still become a client?

Yes. Although based in Leicester, we do look after clients from across the UK, so your location is not necessarily an issue.

Will I see you each year?

Yes. Our main focus is on ongoing financial planning and advice. Financial planning is an ongoing process; consequently we would anticipate having an annual review meeting with you.

You seem such a great firm, are your fees competitive?

Yes. We pride ourselves on delivering exceptional value to our clients; consequently, whilst we are not the cheapest firm, our fees are very competitive.

Is it easy for me to change from my existing adviser to you?

Yes. It's easy to change financial advisers.

You would have an initial meeting with us to discuss your requirements and understand current circumstances.

When you decide to appoint Rowley Turton as your new adviser, we will contact your existing product providers on your behalf. We will obtain all the necessary information directly from those providers in order to be able to advise you. We will ensure that we are to be noted as your adviser for those plans so that we are kept informed for you of any changes to these plans.

I don't think I need your help just yet. Is there any need to contact you now?

Yes. It's best for us to double check your position as soon as possible.

Whilst your existing affairs might be fine as they are, there could be a significant and dangerous flaw in your current plans. Or there may be time sensitive opportunities you are missing out on.

Hopefully we've answered your key questions and we'd welcome an initial chat to see whether or not we are the advisers for you. Please contact us to arrange an initial meeting.

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Rowley Turton (IFA) Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 457946 http://www.fca.org.uk/register.

Rowley Turton (IFA) Ltd Registered Address: Charnwood House, Harcourt Way, Meridian Business Park, Leicester, LE19 1WP. Registered in England & Wales, No. 3145431.

Neither Rowley Turton (IFA) Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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