Managing director Alan Turton has vowed to never drop a client due to value, and that approach has led to resounding success, with a recent survey revealing 98.5% of clients believe Turton and his team have helped them achieve their financial goals.

Despite volatile market conditions and the cost-of-living crisis, Rowley Turton’s assets under management are likely to soon hit the £200m mark for the first time, and its number of clients has soared to more than 400.

Turton says investment in his employees’ wellbeing and career development is his top priority, and he actively encourages all staff members to undertake ongoing training and qualifications. He also pays for all employees’ exams and Personal Finance Society membership costs.

The firm uses an outsourced discretionary fund management model, with Rathbones, Investec and Fundamental being the investment houses of choice. Aviva and Transact are Rowley Turton’s go-to platforms.

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