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Rowley Turton (IFA) Ltd

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Rowley Turton (IFA) Ltd

Overview:

As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable arrangements currently available. We are thus able to make arrangements to maximise the benefits to our clients.

You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first consultation is free. There's no charge, and no obligation, while we find out together how we can help.

Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews.

You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all).

You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects

In almost all cases we are able to make arrangements which clients would be unable to make for themselves. All our proposals will be fully explained and costed so that you'll know exactly what and why before you agree to anything.

Our wealth of experience means that you can depend on our advice – whether it is the simplest query or the most complex tax planning. We will liaise directly with your accountant, solicitor and other advisers so as to promote a ‘joined-up’ approach.

When you place your trust in the hands of experts, we believe that the advice should be absolutely impartial. Unlike some firms, we are completely independent, allowing us to consider all options for a client – not just those promoted by a far-off ‘head office’.

Our focus is not selling plans, but providing planning – which sometimes might lead to setting up a new policy, and sometimes not. What is most important is that whatever arrangements you have, are a good fit for your circumstances.

Whilst all advisers must hold basic financial qualifications, we believe that higher qualifications are important – as is keeping up-to-date in the fast moving world of finance. Our advisers are qualified to Diploma (DipPFS) level and are members of the Personal Finance Society and Chartered Insurance Institute.

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