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Rowley Turton

Commitment, investment flexibility and a competitive platform charge are a few reasons why one of the UK’s leading firms of Chartered Financial Planners choose Cofunds as their preferred platform.

One of the first supporters

Rowley Turton was formed in 1996 in Leicester by Alan Turton, in conjunction with John Rowley & Co (now called Rowleys); one of Leicester’s oldest firms Chartered Accountants.

Rowley Turton are one of the UK’s leading firms of Chartered Financial Planners, having won and been shortlisted for numerous national financial advice awards including being named ‘Tax and Estate Planner of the Year’ in the 2015 Investment Life & Pensions Moneyfacts Awards.

They focus on providing a Private Wealth Management service (investments, savings, retirement planning, life assurance, critical illness cover, etc.) for discerning individuals, families, trustees and business owners with an emphasis on traditional values of service, professionalism and care.

The firm has just over £100 million in assets under advice.

Rowley Turton were one of the first users to be registered with Cofunds in 2001.

Cofunds were one of the very first fund supermarkets. They offered a much greater degree of investment flexibility than the existing arrangements of the time, and effectively at no extra cost. Given our experiences with some other providers we were also particularly impressed with their focus on supporting, rather than competing with, independent financial advisers. says director Scott Gallacher

A preferred platform

Whenever we have completed our regular platform due diligence exercise we have always found Cofunds as being the most suitable platform for the majority of our clients.

They offer a great range of investment options that are suitable for most clients for a competitive platform charge.

In addition, by operating a percentage charge as opposed to a fixed charge, Cofunds is particularly cost effective for those starting to accumulate their investments whether this is by lump sum contributions or regular savings.

As we use Cofunds more than some other providers, it is almost inevitable that admin problems occur from time to time, although we seem to experience significantly less problems with Cofunds than we do with other providers.

Crucially, when things do go wrong someone at Cofunds is always willing to take ownership of the problem and sort this it out for us and our client. They never seek to pass the blame and endeavor to resolve matters as quickly as possible.

£30m and counting

We currently have just over £30m on the Cofunds platform across pensions, ISA and non-ISA investments, and Cofunds is likely to remain a core solution to our clients.

At a time when many providers seem intent on launching, acquiring or expanding direct to consumer advice and non-advice services than compete with independent financial advisers, Cofunds are committed to supporting, rather than competing with IFAs.

July 2016

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