Leicester Advisers Shortlisted for New Model Adviser Regional Award
January 21, 2025
Rowley Turton Shortlisted for ‘The Midlands’ Regional Award
We are thrilled to announce that Rowley Turton has been shortlisted for the prestigious New Model Adviser 2025 Awards as one of just five firms shortlisted in ‘The Midlands’. This recognition highlights our unwavering commitment to delivering exceptional financial planning services and our dedication to client education and community engagement.
Commitment to Client Education
At Rowley Turton, we believe that informed clients make better financial decisions. To support this, we host quarterly webinars and publish monthly newsletters covering a range of financial topics, including long-term care planning.
Adapting to Consumer Duty
In response to the introduction of consumer duty regulations, we have made significant enhancements to our communication materials, ensuring they are clear and accessible. We also conduct client understanding checks at key points to confirm comprehension. Additionally, our team has undergone extensive training on topics such as annuities, policy reviews, and capital gains tax to better serve our clients.
Community Engagement
Being an active participant in our local community is a core value at Rowley Turton.
Director Scott Gallacher is an active member of the Rotary Club of Leicester. We support Rainbows by acting as a donation point, and we support other local charities, for example, with our charity referral scheme.
Looking Ahead
This shortlisting for the New Model Adviser 2025 Awards is a testament to our entire team’s hard work and dedication. We remain committed to maintaining the highest service standards and innovating in financial planning.
We extend our heartfelt thanks to our clients and partners for their ongoing trust and support. We look forward to the awards ceremony and the opportunity to celebrate excellence in financial advice alongside our peers.