Robert
Enjoying retirement
Background
Robert first met with us five years ago when he had just sold his business and semi-retired. He asked his accountant for a recommendation and was given our name. Robert had two aims in coming to Rowley Turton; he was looking for financial advice on how to use the profits of the sale of his business to replace his salary, as selling his business meant losing his salary, and he wanted some sound advice on where to invest.
In Robert’s words
On both of those aims, they’ve scored heavily. They’ve been very good.
Scott made an immediate great impression. I like the man’s approach very much. He’s very engaging, which of course isn’t the be-all and end-all of a professional relationship. But it helps when the communication is good and they communicate at the level you want them to.
Communication is as frequent as I want it to be. If I want to speak to someone, I know I can give Scott a ring and if he’s not free, he’ll always get back to me. And the same can be said of Martin Stanley; he’s very competent too.
I’m semi-retired now. I could never fully give up work, that just wouldn’t be me. When it comes to retirement, the utopian position is to be able to work when you want to work and not when you don’t. And that is what I’ve managed with Scott’s help.
When it comes to retirement, the utopian position is to be able to work when you want to work and not when you don’t. And that is what I’ve managed with Scott’s help.
Our awards
Year after year, we’ve been recognised as one of the UK’s leading Chartered Financial Planning firms. Find out more about the awards we’ve won.
"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."
Martin Sigrist
Rowley Turton client since 2015
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We wouldnt be in this position we're in now, retired and comfortable, without his advice. We'd probably both still be working.
Julie
Planning for retirement
