Based on their completion of a complex financial advice case study, Leicester-based Rowley Turton has been shortlisted for Adviser Firm of the Year – Midlands & East Anglia in the Professional Adviser 2022 Awards.
Now proudly in their 17th year, the Professional Adviser awards recognise fantastic adviser businesses from across the UK.
Rowley Turton is the only Leicester firm to be shortlisted for Adviser Firm of the Year 2022. And this is the third year running that Rowley Turton has been shortlisted for this prestigious national award.
The Professional Adviser case study covered a wide range of financial planning issues. For example, shortlisted firms had to help advise a couple looking to retire early while still healthy enough to enjoy travelling. The case study included pension planning, investment of a redundancy payment, capital gains tax planning, and inheritance tax planning.
Shortlisted firms also had to provide information about their company’s processes. The judges selected those firms that could boast an outstanding, client-focused, and repeatable advice process.
The winners are announced on Tuesday 26th April 2022 at The Brewery in London.
In addition to announcing the regional awards, one regional winner will ultimately be crowned the overall ‘Adviser Firm of the Year 2022’. So, as well as the chance to be named ‘Adviser Firm of the Year – Midlands & East Anglia’, Rowley Turton could walk away as the national winner.
Rowley Turton director, Scott Gallacher, said:
“It is a fantastic achievement to be shortlisted for Professional Adviser’s Adviser Firm of the Year Award three years running. And, as the only Leicester firm shortlisted, it will help us attract new clients, vital as we are still a growing firm, and give our entire team a considerable boost.”
Who are Professional Adviser?
Professional Adviser provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector. It was the first breaking news website for financial intermediaries and today offers award-winning content for client-facing advisers, paraplanners and business owners.
Who are Rowley Turton?
Established in 1996, Rowley Turton is focused on providing high-quality financial planning and wealth management. They advise people planning for retirement, those already enjoying their retirement, and those sadly recently bereaved.
Their independent financial advice covers a wide range of financial matters. This includes investments, savings, pensions, retirement, protection, and long-term care. Importantly, Rowley Turton brings all these advice areas together for their clients, providing them with a personalised financial plan.
You can find more information about Rowley Turton, its directors, and services on their site at www.rowley-turton.flywheelstaging.com