We’re delighted to have been shortlisted for ‘Tax and Estate Planner of the Year’ in the Investment Life & Pensions Moneyfacts Awards 2021. The winners will be announced on 16 September.
We are shortlisted for our expertise in helping people pass on their wealth efficiently.
Estate planning is the last piece in the financial planning jigsaw.
Having secured an enjoyable and comfortable retirement, most people would like to pass their estate on to their loved ones. Ideally, this is without paying too much inheritance tax.
“We’re proud to be shortlisted for this national award. No one likes paying too much inheritance tax and our advice helps families preserve their wealth for future generations.” – Scott Gallacher, Chartered Financial Planner and Director, Rowley Turton.
About Rowley Turton
Rowley Turton is a Leicester-based Chartered firm of Financial Planners. We have been helping clients to achieve financial peace of mind for over 25 years.
We treat all our clients as individuals and tailor our advice to you.
However, we have particular expertise working with people who are:
- Planning for retirement, or;
- Already enjoying retirement, or;
- Recently bereaved.
About the Investment Life & Pensions Moneyfacts Awards.
The Investment Life & Pensions Moneyfacts Awards are highly sought-after.
They are national accolades of excellence that recognising the very best adviser firms. The ones that have consistently delivered a professional advice service.
Advisers are assessed by a panel of experts. This includes their level of expertise and how they deliver their advice. They also have to provide evidence of their ability to deliver award-winning service.