We’re proud to announce that Rowley Turton has been shortlisted as a finalist in the “Small to Medium Wealth Management Firm of the Year” category at the MoneyAge Wealth & Asset Management Awards 2025!

This national recognition reflects our team’s unwavering commitment to delivering personalised, high-quality financial advice to individuals and families—particularly those planning for retirement, enjoying retirement, or recently bereaved.

“To be shortlisted in such a competitive national field is a real honour,” said Scott Gallacher, Director at Rowley Turton.
“It recognises the expertise and care our team puts into helping clients navigate life’s key transitions with clarity and confidence.”

Investing in Our Future

As a firm that takes pride in building lasting relationships across generations, we’ve also been investing heavily in our own future:

• We recently recruited a Practice Manager, improving operational efficiency and enabling our directors to spend more time with clients and on strategic planning.

• We’ve also hired a graduate trainee/apprentice paraplanner, reinforcing our adviser pipeline and supporting the next generation of financial professionals.

These appointments are part of our long-term strategy to ensure Rowley Turton remains well-positioned to support clients now and in the decades ahead.

Why This Shortlisting Matters

The MoneyAge Wealth & Asset Management Awards celebrate the UK’s leading firms across financial planning, investment, and innovation. Being shortlisted in the Small to Medium Firm category is particularly meaningful because it reflects:

• The technical expertise and empathy our team delivers day in, day out

• Our holistic approach to wealth management—grounded in full lifetime cashflow modelling

• The real-world impact we have on our clients’ lives, particularly during emotionally difficult times

Recognition That Reflects Real Impact

With 600+ VouchedFor reviews, an average rating of 4.9/5, and a near 100% client persistency rate, our clients consistently describe us as “reassuring,” “clear,” and “genuinely caring.”

This shortlisting follows an exceptional year for Rowley Turton, including:

• 🏆 Financial Advisory Firm of the Year – MoneyAge Awards 2025

• 🏆 Regional Firm of the Year (Midlands) – NMA Awards 2025

• 🎯 Shortlisted – Adviser Firm of the Year (Midlands & East Anglia) – Professional Adviser Awards 2025

We’re proud that our focus on integrity, clarity, and care is being recognised across the industry.

Thank You

This honour belongs to every member of our team—and to the clients who place their trust in us. No matter the outcome of the final awards ceremony, being shortlisted affirms that we’re on the right path: client-first, values-led, and future-focused.

We look forward to the results and, more importantly, to continuing our work helping clients make smart, confident financial decisions.

To learn more about our approach or book a no-obligation conversation, please contact us.