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Up-to-the-minute financial news from various sources

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Legal Information

The FSA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood.

Some of our documents use the Keyfacts logo required by the Financial Services Authority (FSA). To access the FSA's own website, The Money Advice Service, for more details on this and other money matters click here.

Please download and read the following documents, most of which which we have provided in Adobe Acrobat format.

PDF

Moneywise Makeover Article

Scott Gallacher was featured in the November 2011 edition of Moneywise magazine providing one of their readers with a makeover.

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Smart Money May June 2011

Rowley Turtons Client Newsletter

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Business Protection guide

Rowley Turtons guide to business protection.

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Long Term Care guide

Long Term Care - an introduction for you and your family

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Wealth Management guide

Rowley Turtons 2011-2012 Wealth Management guide.

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Investment Planning guide

Rowley Turtons Investment Planning guide.

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Inheritance Tax guide

Rowley Turtons 2010-2011 Inheritance Tax guide.

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Retirement Planning guide

Rowley Turtons Retirement Planning guide.

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Protection guide

Rowley Turtons 2009-2010 Protection guide.

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SIPPs Guide

Rowley Turtons SIPP guide.

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Pension Transfers Guide

A Guide to Pension Transfers - Make your pension work harder so you don’t have to!

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Key Facts about our services and costs

Combined Initial Disclosure Document for Investments and Insurance

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Conflicts of Interest Policy

Our Conflict of Interest Policy.

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Data Protection statement

Our Data Protection statement

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Personal Finance Society leaflet

The Personal Finance Society consumer leaflet.

Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Rowley Turton (IFA) Ltd. is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 457946

Rowley Turton (IFA) Ltd, independent financial advisers, Wealth Management Service, retirement planning, pension scheme advice, investment advice, tax mitigation advice, personal financial planning, Corporate financial planning, Leicester, UK

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