Professional history
Balpreet joined Rowley Turton as a Paraplanner in November 2023, bringing several years of financial service experience.
Balpreet's role at Rowley Turton
As a dedicated Paraplanner at Rowley Turton, Balpreet plays a key role in conducting research, preparing suitability reports, coordinating with clients, and collaborating closely with Advisers to deliver exceptional financial planning advice. Balpreet’s commitment to the team ensures that client priorities are always at the forefront.
By providing essential support, Balpreet enables our advisers to focus more on what they do best: meeting with clients and attending to their financial needs.
Balpreet in the spotlight
Our awards
Year after year, we’ve been recognised as one of the UK’s leading Chartered Financial Planning firms. Find out more about the awards we’ve won.
"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."
Martin Sigrist
Rowley Turton client since 2015
Let’s Meet Over a Tea, Coffee, and Yes… Even Biscuits! (or Zoom!):
We’d love to welcome you to our office for a friendly, no-obligation chat with your choice of tea, coffee, and yes… even some biscuits. Our initial meeting is all about getting to know you and discussing how we can support your financial goals.
If now feels like the right time to connect, simply complete the form below, and one of our team members will be in touch to arrange a convenient time.
We offer free parking for office visits, and if you’re farther afield, we can meet over Zoom. However you prefer, we’re here to help.
We wouldnt be in this position we're in now, retired and comfortable, without his advice. We'd probably both still be working.
Julie
Planning for retirement
