We first introduced our Charity Introduction Incentive late last year. We’ve had eight client introductions since launching this scheme over the Christmas break. That’s £1,000 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 the halfway mark 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 client Mr P for putting us in touch with his friend and colleague Mr B. Mr K recommended us to his son, and Mr & Mrs B recommended us to their friends Mr & Mrs K.
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 T noticed that his friends, Mr and Mrs G, seemed to be enjoying a great retirement, and he asked them who had helped them with their financial planning. Mr and Mrs G kindly introduced Mr T to ourselves. Consequently, using long-term wealth and income planning, we’re now helping Mr T and his wife achieve their own comfortable and enjoyable retirement.
Mr K introduced us to his son, who needed help starting a pension. Having a good pension is key to helping you retire in comfort without the fear of running out of money. Consequently, Mr K wanted his son to make a start with his pension as soon as possible and trusted us to advise him appropriately.
Mr J introduced us to his friend Mr G at Rotary. Mr G was the attorney for a close friend who needed help with long-term care planning having recently moved into a care home. While he had significant assets, the care fees were quite substantial and he wanted to ensure that he could continue to meet these fees for the rest of his life. We have since set up a long-term care annuity and helped the friend secure the costs of long-term care for the rest of their life.
Mr G introduced us to his friend Mr W, who is nearing retirement and is currently with another firm of advisers. Mr W was concerned that he was not getting value for money on his pensions and investments. We are reviewing Mr W’s plans but have already confirmed that our charges are significantly lower.
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 274 reviews.
- We’re a VouchedFor Top Rated Firm for 2022. This is a huge achievement that we couldn’t have reached without you.
- We’re also now up to 39 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.
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.