We first introduced our Charity Introduction Incentive late last year. We’ve had ten client introductions since launching this scheme over the Christmas break. That’s £500 raised already for the charity TwentyTwenty, empowering local young people, aged 11 to 19 years, to build their confidence and make positive choices in their relationships, health and education.

We’d like to thank every one of our clients who’ve introduced a friend, family member or colleague to us and have helped us make these donations.

So, what’s next?

We’re delighted to have hit £500 already, putting us on track to reach our initial target. We hope to raise £2,000 by the end of the year

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.

We’d like to give a big thank you to our clients Andrew and Roland for putting us in touch with their friends. Carol recommended us to her son, and Jacqui recommended us to a friend from the football stands.

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:

Mr and Mrs S had several pensions and were in a complex tax position. After projecting all future income, revising investments and minimising their tax bills, we’ve been able to ensure they’re heading towards a comfortable retirement, confident that they will never run out of money.

Mrs L is affluent but still wanted a clear plan to understand what that means over the years for her and her family. We’re helping her develop a ‘personal business plan’, which looks at numerous possible futures and how best to achieve them. In addition, we’ll be structuring her investments tax-efficiently to minimise her tax bill.

R and J want to know if they could retire soon, how secure will they be and what lifestyle can they expect. Making the right decision now is the key to them living life to the full in their retirement. We’re here to advise and ensure they make the right decisions, based on their needs.

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 having proof to back up your recommendations is, so here are our latest reviews.

• We currently have a rating of 4.9 out of 5 stars on VouchedFor, following 259 reviews.
• Thanks to all the recent reviews, we can we want to let you into a secret. We’ve become a VouchedFor Top Rated Firm for 2022. This is a huge achievement that we couldn’t have reached without you. You’ll be hearing a lot more about that from us soon.
• We’re also now up to 38 Google reviews, with an average score of 5/5.

If you have left a Google review, could we ask you to spare five minutes to leave us a VouchedFor review too? Unlike some other review systems, Vouchedfor reviews do not publish your name, only your general location.

To leave Scott a review, please click here.
To leave Alan a review, please click here.
To leave Martin a review, please click here.

And vice versa, if you have left us a VouchedFor review, please spare a few minutes to leave us a Google review; it’s an opportunity to share the experience you’ve had with Rowley Turton. If you’re happy to leave a Google review, please click here.

Who you should introduce us to

You may know other people, including friends, relatives, and work colleagues who we can help. So here’s a little more information on who we predominantly work with.

We’re based in Leicester but advise people across the whole of the UK with investment portfolios ranging between £100,000 and £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 married by money worries. We’ll help take the worry 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 advisors are here to guide clients through, and take the strain at this difficult time.

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 as, and when, they wish. This way they are free to retain the business, pass it onto children, or sell it.

We’re always happy to chat with people who you think we can help, so if you know friends, relatives and work colleagues who could benefit from a conversation, 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.