Leicestershire based Chartered Financial Planners Rowley Turton are delighted to have been shortlisted for ‘Tax and Estate Planner of the Year’ in the Investment Life & Pensions Moneyfacts Awards 2022.
The firm, which has helped clients achieve financial peace of mind for over 25 years, is the only firm from the East Midlands to make the final.
Rowley Turton has risen above the challenges of the last couple of years. They have added a new adviser, recruited support staff and moved to a new larger office to accommodate their growing team.
The winner will be announced at a gala dinner on Thursday, 15 September 2022, at the London Hilton on Park Lane.
The Investment Life & Pensions Moneyfacts Awards are the unrivalled highlight of the year for the investment, life and pensions market.
Scott Gallacher, Chartered Financial Planner and Director, Rowley Turton, said:
“The recent National Insurance and Dividend tax rate rises mean that the tax burden in the UK is at its highest-ever sustained level.
Tax planning has never been more critical to help ensure that you have a comfortable retirement and can still leave a meaningful inheritance for your children.
We’re proud to be shortlisted for this prestigious national tax planning award.”