Professional history
Rosy joined Rowley Turton as a Trainee Paraplanner in October 2023, bringing her several years of financial service experience.
Before joining Rowley Turton, Rosy worked as a Junior Paraplanner at a Senior St. James’s Place Practice from December 2016 to October 2023, where she produced tailored suitability reports, carried out administrative duties such as client meeting preparation, liaising with both clients and third parties and ensuring all client communication and data was recorded on CRM systems.
Rosy takes pride in keeping up to date with relevant CPD and has achieved her R01 and R05 qualifications. She intends to continue studying at Rowley Turton to enhance her knowledge of the pensions and investments industry.
Rosy's role at Rowley Turton
As a Trainee Paraplanner, Rosy’s primary duty is to support senior members of staff and Financial Advisers at Rowley Turton, demonstrating great teamwork. Rosy is responsible for producing compliant suitability reports following client reviews, liaising with clients, and helping advisers provide the best possible client experience when investing.
In addition, Rosy likes to remain current on industry changes and is working towards her Level 4 Diploma in Regulated Financial Planning.
Rosy 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
