Professional history
I have worked as an Accounts Assistant for 17 years and joined Rowley Turton in April 2015.
Helen's role at Rowley Turton
I am responsible for reconciling the company’s receipts.
This includes raising, and sending invoices, reconciliation of the monthly advice fees, liaising with providers that facilitate the collection, and payment of these fees on behalf of our clients.
I also assist Scott Gallacher with the preparation of income accounts for the monthly management meetings.
Helen 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
Is now the time for a coffee?
We’d love to welcome you to our office for a coffee and a chat.
Our free, no-obligation initial meetings are the perfect opportunity for us to get to know each other. We’ll establish how we can help you, and you can find out more about the service we offer.
If now’s the time for a chat, let’s have a coffee. Complete the form below and a member of the team will be in touch.
We offer free parking at our office for those who prefer in-person meetings. For those who are further away, we also offer the flexibility of Zoom meetings, ensuring distance is never a barrier.
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
