We are thrilled to share some exciting updates and express our gratitude for your continued support.
With your invaluable assistance, we’ve managed to raise an impressive £1,150 for the local charity Love4Life this year! These contributions have made a significant impact on the lives of young people aged 11 to 19, helping them build confidence and make positive choices in their relationships, health, and education.
These donations are by way of a thank you for the client referrals we’ve received, and we’re delighted to report that, thanks to your recommendations, we received 13 client referrals in the last six months, raising an additional £650. Combined with the £500 raised in the first half of the year, we’ve achieved a total donation of £1,150.
We extend our heartfelt thanks to every one of our clients who introduced a friend, family member, or colleague to us, enabling us to make these meaningful donations to our chosen charity, Love4Life.
An update from us
We wanted to update you on a few things here at Rowley Turton and tell you about some of the people we’ve helped recently.
Recommendations to other people allow us to share our expertise and provide peace of mind when it comes to helping our new clients achieve their goals.
An insight into how we’ve been able to help some of our clients recently:
We want to keep you in the loop about some recent happenings at Rowley Turton and share how your referrals have made a positive impact on the lives of others. Here are a few stories:
M referred us to his old school friend P. P, a successful senior executive changing companies, sought our help to ensure his financial affairs were in good order amid this significant life transition.
H referred us to her son, S, who was doing well but wanted to ensure his retirement planning was in order. We’ve also assisted D with his retirement planning and recently had the pleasure of helping his friend M, who was approaching retirement.
Inheritance Tax Planning:
S introduced us to her father, G, who had concerns about Inheritance Tax. We were able to address his worries and provide the necessary confirmations.
New Financial Adviser:
J referred us to his son, C, who, unfortunately, had recently lost his financial adviser. C sought our assistance in managing his pensions and investments, as well as ensuring his overall financial planning remained on track.
Our latest reviews: So you feel confident introducing people to us
It’s fantastic to see so many clients have been leaving reviews on both VouchedFor and Google. We know how important it is to have proof to back up your recommendations, so here are our latest reviews.
- We currently have a rating of 4.9 out of 5 stars on VouchedFor from 468 reviews.
- We’re honoured to be a VouchedFor Top Rated Firm for both 2022 and 2023.
- We have 59 Google reviews, with an average score of 5/5.
We’d like to take a moment to thank everyone who has left us a review in the past year. Watch this space; we’ll keep you updated with our progress towards becoming a VouchedFor Top Rated Firm for the third year in a row!
How you can help
You may know other people, including friends, family, and work colleagues, who we can help. So, here’s a little more information about who we predominantly work with.
We are based in Leicester, but we advise clients from all over the UK with investment portfolios ranging from £100,000 to £5,000,000.
We treat every client as a unique individual requiring a bespoke solution and therefore never use a ‘’one-size-fits-all” approach.
With this in mind, we typically work with people who are:
Planning for retirement: Those planning for retirement will undoubtedly have many questions. We’ll provide them with answers and help them plan for the retirement life they want.
Enjoying retirement: Retirement should be a chance to reap the rewards of a lifetime of hard work. But for many, it’s marred by money worries. We help take their worries away and put them back in control of their financial future.
Recently bereaved: Making sense of finances when grieving often feels like a near-impossible task. Our sympathetic and experienced advisers are here to guide clients through this difficult time and help ease the strain.
Business owners: We help business owners achieve financial independence by helping them build up resources outside their business. These non-business resources give them the freedom to retire when they wish. This way, they are free to retain the business, pass it on to their children, or sell it.
Our tailored approach ensures that each client receives a bespoke solution, never a “one-size-fits-all” approach.
Feel free to connect us with people who you think we can help. So, if you have friends, family, or colleagues who would benefit from a conversation with us, please put them in touch with us. We look forward to giving them the same peace of mind that, hopefully, you have after working with us.
Thank you once again for your continued trust and support.