Rowley Turton shortlisted for Chartered Financial Planning Firm of the Year

August 04, 2025

We’re incredibly proud to share that Rowley Turton has been shortlisted as a semi-finalist in the Chartered Financial Planning Firm of the Year category at the 2025/26 Personal Finance Awards, hosted by the Personal Finance Society.

This prestigious award recognises Chartered firms that consistently demonstrate:

  • Exceptional technical knowledge and client outcomes

  • A strong culture of professionalism and ethics

  • Commitment to ongoing professional development

  • Dedication to true financial planning, not just product sales

  • High levels of client satisfaction and retention

To be named a semi-finalist is a huge honour and a reflection of the hard work and values our team brings to every client relationship.

As part of the next stage of judging, we’ve been invited to submit a video that brings to life why we believe Rowley Turton deserves this recognition. It’s a great opportunity to showcase our people, our philosophy, and the difference we make to our clients’ lives.

We’ll be sharing more in the coming weeks, but in the meantime, thank you to all of our clients and supporters—your trust and loyalty are what make achievements like this possible.

Wish us luck!