01162822177 enquiries@rowleyturton.com

Financial Planning

Sailing the seven seas

Every client’s and family’s needs are different and so our service is tailored individually – there is no ‘one size fits all’ approach. However as Chartered Financial Planners some aspects are common to all of our relationships with our clients:

  • First and foremost, we will always spend time getting to know you and understanding your personal circumstances and goals. The first meeting is focused on this, and is always at our expense and without any commitment on your part. As well as us getting to know you, this initial stage is a good opportunity for you to get to know us as well.
  • Whether in retirement planning, investments, life assurance or business matters, financial matters are almost always intertwined with each other (and sometimes also with your family or business partners). We will always make sure that your financial planning is considered in the round and examined from every angle.
  • Where we make recommendations for a course of action, we will always provide a detailed report setting out all of the details, the risks and benefits, and the thinking behind our advice. We will usually also present our conclusions at a second meeting in person, giving us both the opportunity to discuss the recommendations and make sure that there are no unanswered questions or uncertainties.
  • Most importantly, financial planning must be regularly reviewed. Even the most thorough and well-crafted plan will begin to disappoint if it is not reviewed, revised and kept up-to-date. Depending on circumstances, we may suggest yearly reviews, or sometimes half-yearly. And of course we are always at the end of the telephone in between!

Register online, phone us on 0116 282 2177 or e-mail enquiries@rowleyturton.com today to arrange an initial meeting to discover how leading Leicester IFA Rowley Turton  could help you and your family.

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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.

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