Rowley Turton (Ifa) Ltd

Independent Financial Adviser  Charnwood House, Braunstone, Leicestershire, LE19 1WP
First meeting at adviser's own cost
Award winning independent financial advice from of the UK’s leading Chartered Financial Planners, conveniently located on the edge of Leicester.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020
Meet our advisers
Martin Stanley AFPS
Chartered Financial Planner

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
Alan John Turton DIP PFS
Managing Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

Scott Martin Gallacher AFPS
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner
What our clients say
Scott is an extremely thorough and professional individual who helps us to focus our minds on our finances in a very pragmatic fashion. Following our initial meeting when Scott helped us to break down our monthly income and expenditure, and ensure we had adequate life cover in place, we now meet on a frequent basis and continue to methodically review all aspects of our finances.
David, Leicestershire
He communicates well on a regular basis with monthly newsletters.Is always available for good sound and genuine advice without pushing any product Always explains the market and gives comparisons together with the risk factor of each option.I trust his opinions based on my personal assets and we also have annual reviews to decide on any change of strategy. A genuine 1 off.
Barry, Leicestershire
I have used Scott as my Financial Adviser for almost 20 years, he has always provided sound advise on all aspects of financial planning as my circumstances and priorities have changed.
Marylyn, Leicestershire
Rowley Turton are very helpful. No phone call goes unanswered. Ours is not a large portfolio but we are never made to seem too small to count - Sorry about the pun... A very good friend of ours recently was seeking financial advice but was unimpressed by the so-called experts he had across London. I introduced him to Scott and it has worked out well.
Ron, North Yorkshire
Scott is the best and most proactive financial advisor I have ever known [and I have known quite a few over the years]. He is dedicated to the cause and that cause is customer satisfaction. Highly professional with expert knowledge. Clear and regular reviews and recommendations. Everything you would want from a financial advisor. His reputation precedes him . Formidable character which is what I like. Gets on with the job quickly and efficiently and whilst nothing is guaranteed in this world, you are guaranteed that Scott will achieve the best for you and your money allowing for the the politics and market place which are beyond everyone's control.
Bryan, Leicestershire
We have known Scott for a long time, and he is extremely professional and courteous at all times. His advice has led to many excellent investments and tax savings, pension advice, investments and pension planning for our grown-up children and grandchildren.
Graham, Leicestershire
About us

Don’t take risks with your finances. Appoint Rowley Turton to look after you and your family and you can be assured your adviser is one of the very best in the country.

Award-winning Rowley Turton are one of the UK’s leading firms of Chartered Financial Planners and Independent Financial Advisers (IFAs), having won and been shortlisted for numerous national financial advice awards including: -

‘Best Individual Pensions Advice Firm of the Year (Midlands)’ - 2017, 2018 & 2019 Retirement Planner Awards,
‘Tax and Estate Planner of the Year’ in the 2015 Investment Life & Pensions Moneyfacts Awards,
one of New Model Adviser's ‘Top 100’ adviser firms for 2015 & 2014, and
‘Commended’ as Life and Pensions Adviser Firm of the Year in the ‘Financial Adviser’ Awards 2015.

Scott Gallacher, one of our directors, is the winner of 2016 & 2015 ‘Value of Advice Ambassador’ award and the 2013 ‘The Judges’ Award Recognising Outstanding Contribution’ in the <url hidden> national ‘Media Adviser Awards’.

On winning the Judge's Award, the judges described Scott as 'Just Brilliant' and highlighted his "knack of making the complicated understandable". No matter how complicated your financial affairs, Rowley Turton promises to continue to assist and advise you in such a way as to make the complicated understandable.

Our services

As Award winning Chartered Financial Planners, Leicester based Rowley Turton are keen to ensure that you have a plan for yourself and for your family's future financial success and security.

When you place your trust in the hands of experts, we believe that the advice should be absolutely impartial. Unlike some firms, we are completely independent, allowing us to consider all options for you.

As well as independent investment advice, including pre and post retirement planning, Rowley Turton are also able to advise you on financial matters going through the divorce process or facing long term care fees.

Where to find us

Charnwood House, Harcourt Way, Meridian Business Park, Leicester, LE19 1WP

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 30th March 2020

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