Professional history
David joined Rowley Turton as a Paraplanner in November 2022, bringing several years of financial service experience.
Before joining Rowley Turton, David worked as a Paraplanner at Ashwood Law Wealth Management from June 2015 to November 2022, where he produced suitability reports and research for Advisers, liaised with clients, and handled sensitive and confidential documents.
David attended the Financial Adviser School from September 2017 to October 2018, where he gained the Level 4 Diploma for Financial Advisers (DipFA) and the Certificate in Mortgage Advice and Practice (CeMAP). He completed his Level 4 Diploma in Paraplanning (DipPP) in May 2022.
David's role at Rowley Turton
As a full-time Paraplanner at Rowley Turton, David is responsible for producing research and suitability reports, liaising with clients, and working with Advisers to provide high-quality financial planning advice. David is a valuable team member and is always willing to provide support to ensure clients’ needs are kept central to their work.
David’s help and support enable our advisers to spend more time seeing our clients.
David 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
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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
