Our day-to-day work is as varied as our clients. But certain themes, standards and values run through everything we do.
We add value
We add value to our client relationships by ensuring we give the best of our knowledge and award-winning expertise to each of our clients. How we add value to you personally will depend on your goals, but could include:
- Enabling your long-term investment return to be higher than you could obtain on your own
- Ensuring that any financial products you have or need are competitively priced
- Reducing your tax liability due to our initial and ongoing professional tax planning advice
- Avoiding the costs of classic investor mistakes you might have made without our expert guidance
- Saving you considerable time, energy and worry.
9 out of every 10 of our clients would recommend us to their friends, family or colleagues.
*Statistic from 2020 Rowley Turton Client Survey
We’re on your side
Financial planners are sometimes referred to as ‘intermediaries’. That implies we hold a neutral position between two parties. However, we’re not neutral. While our commitment to behaving ethically to all parties is binding, we never forget that our job is to be on your side.
Their expertise and understanding of my needs from the beginning to the end were first class and I know that I can sleep at night with peace of mind knowing that my investments are being well looked after.
Rowley Turton client since 2019
We work hard to build long-term relationships
We often count two, or even three generations of one family among our clients. By building long-lasting partnerships, we’re able to create long-term success for your family.
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
Rowley Turton client since 2015
We apply expert analysis, common sense and a healthy dose of scepticism to all that we do
It sounds obvious but examining closely is a vital part of what we do and something we take very seriously. As a result, we have managed to sidestep all of the mis-selling and ‘toxic’ product problems of recent years.
A faultless service. As a client I never need worry about my investments even when times are more turbulent. Scott is a safe pair of hands.
Patricia Jane Dalby
Rowley Turton client since 2013
We have a reputation for making the complicated understandable
Finances can be complicated. But we’re specialists at making the complex, straightforward. In 2015 and 2016, Scott Gallacher, one of our directors, was named ‘Value of Advice Ambassador’ in the Unbiased.co.uk national ‘Media Adviser Awards in recognition of his expertise in this area.
Scott also won the Unbiased.co.uk 2013 ‘Judge’s Award Recognising Outstanding Contribution’ award with the judges describing Scott as “Just brilliant” and highlighting his “knack of making the complicated understandable.”
The advice we have received has always been considered and concise and jargon free. Rowley Turton has an uncanny knack of cutting through the complexity of financial investment and making the unexplainable – understandable. Our investments have born the fruit of this approach.
Rowley Turton client since 2003
These are our values, but there are other important reasons why our clients choose us, too.
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."
Rowley Turton client since 2015