01162822177 enquiries@rowleyturton.com

Benefits of becoming our client

Sailing the seven seas

When you become a client of Rowley Turton (IFA) Limited you will be able to benefit from a wide range of services, including…

  • Access to a Chartered Financial Planner
  • 'Independent' as opposed to 'Restricted' Advice
  • Help to identify and quantify your personal and financial goals.
  • A comprehensive financial plan tailored to your specific goals.
  • Regular review meetings with your adviser including a financial health check and complete review of your financial strategy.
  • Capital gains and income tax planning included within annual review.
  • A professional second opinion on any financial ideas you may come across.
  • Liaison with your other professionals, i.e. accountant and solicitor, to reduce your professional bills and simplify matters.
  • Advice or a second opinion on financial matters for other members of your family, e.g. children or grandchildren.
  • Unlimited telephone and email access to your adviser.
  • ‘Client Corner' investment newsletters.
  • Bi-monthly ‘Smart Money' Newsletter.
  • Access to online valuations via our Client Portal.

Dependent upon the size of your investment / pension portfolio looked after by Rowley Turton there may be additional charges for the above services.

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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.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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