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What we offer
Services for Individuals & Small Business
Rowley Turton advises private individuals and their families, executives and business people, retired individuals, charities, Trustees and small businesses.
Different areas of financial planning are almost always intertwined with each other, (and often also with family or business partners). For that reason we will always make sure that your financial planning is taken in the round and considered from every angle. We can help in all of these areas:
- Establishment and regular review of investment strategies.
- Retirement planning – both before and at retirement.
- Preserving wealth for future generations.
- Inheritance tax planning and Trust affairs.
- Life assurance, income protection and family protection.
- Protecting business and shareholders against the effects of death or illness.
- Tax planning and reduction.
- Planning and providing for the costs of long term care.
- Assisting in fair divorce settlements where pensions are involved.
In all matters, we aim to deliver modern financial planning with an emphasis on traditional values of service, professionalism and care.
In certain specialist areas, it is really vital to speak to an experienced expert before possibly making an expensive mistake.
To find out more take a look at our Specialist Services