Rowley Turton shortlisted for eight years running
16th May 2019
Leicestershire financial advisers Rowley Turton have been shortlisted for a prestigious national finance advice award for the eighth year running.
Rowley Turton, who provide first-class investment, pension and financial advice for individuals, trusts and businesses, are finalists for ‘Tax and Estate Planner of the Year’, in the Investment Life & Pensions Moneyfacts Awards.
Advisers are assessed by a panel of experts on a number of factors including their level of expertise and how they deliver their advice. They also have to provide evidence of their ability to deliver award-winning service.
The finalists will be judged by a panel of industry experts with the winners being revealed at an evening awards dinner on 19 September 2018, held at The London Hilton on Park Lane.
As a previous winner of this national award, Rowley Turton’s are experts in helping people pass their wealth to their children, and other beneficiaries, as tax efficiently as possible.
Rowley Turton director Scott Gallacher explained: -
“Estate planning is often overlooked by many people until it’s too late which is a real shame as, given sufficient time, we’ve been able to help people save hundreds of thousands in Inheritance Tax.”
Martin Stanley, a Chartered Financial Planner with Rowley Turton said: -
“That we’ve been shortlisted for an amazing eight years running is a testament to our continued estate planning expertise.”