Our investment philosophy
In order to ensure that you can achieve all of your personal and financial goals, whilst at the same time having peace of mind and financial security, it is crucial to select the right investment approach to preserve and grow your wealth.
Rowley Turton works with you to create your own bespoke portfolio. You are an individual, with your own unique circumstances and requirements. You shouldn’t expect to, and will not be, shoehorned into someone else’s standard fund or pre-selected model portfolio.
We naturally favour active investment management as we feel that this adds real value to you. However we appreciate that not everyone feels the same way and we are equally happy to deliver low cost passive solutions should you prefer that approach.
Some clients like to manage some or all of their investments themselves and, as our Private Wealth Management service is about looking after you rather than just your money, we are happy to assist the self-investor.
As with all our advice, Rowley Turton are truly independent, and will recommend the most appropriate investment solution for you from across the entire market.
Based in Leicester, we look after clients from across the UK, so your location is not an issue. If required, we are happy to travel to your home or office.
Happy with what you have heard about our investment approach?
Great. Please Register online, phone us on 0116 282 2177 or e-mail firstname.lastname@example.org to arrange an initial meeting to discover how the award winning financial advice from leading Leicester IFAs Rowley Turton could be helping you and your family.