Andrew Page, Rowan - Making Investment WorkPlanning your life goalsRowan is amongst the first of the major IFA practices to move beyond the simple sale of financial products to genuinely integrating high quality discretionary investment management within a broader financial plan. In particular, the current management have designed an administrative infrastructure capable of offering institutional quality investment management to investors whose portfolio sizes historically would have made access to investment management difficult. Rowan is at the forefront of modern wealth managers offering our clients a different and rational approach to managing their current and future financial affairs. At the core of financial planning lies the proper investment of your assets co-ordinated across a range of investment types. This means real financial planning; using allowances as appropriate, targeting liquid assets into the best vehicles, reviewing strategies, plotting future cash flows and meeting objectives. Our role is to guide you through this, the most complex of aspect of personal finance: understanding the possibilities, helping you to identify needs and agreeing a financial plan. Rowan Financial Planning act on behalf of some 8,000 clients including individuals and families, charities and businesses.
How we workRowan offers a comprehensive and intelligent out-sourced investment management service. The investment services enable professional advisers to integrate a risk adjusted and cost efficient investment management service within the financial plans that they create for their clients. At the core of proper financial planning lies not the sale of financial products, but the proper investment of liquid assets co-ordinated across a range of differing potential investment types; pensions, ISAs, on shore taxable accounts etc. This means real financial planning; using allowances as appropriate, targeting liquid assets into the best vehicles, reviewing strategies, plotting future cash flows and meeting objectives. Rowan a risk controlled in house investment management service. This includes the creation of in house portfolios including Personal Equity Plans, Individual Savings accounts, Self Invested Personal Pensions, ,Small Self Administered Pensions, on shore taxable and off shore. And for the management of all accounts to be within a seamless investment strategy. Rowan provide a complete investment management service, including all appropriate administration, the preparation of full supporting documentation either co-branded or white labelled to the Adviser’s firm, provision of new business training and on line access to client portfolio information. Rowan gives a level of personal service beyond that offered by simple product recommendation. To accept an out-sourced service as the core of your financial planning requirements requires confidence in the investment management process. This is where Rowan’s Structured Investment Service changes many pre-conceptions and genuinely offers individuals and families an institutional level of investment quality. We have confidence and have demonstrated that our investment methodology works. Find out more. Contact:Andy Page
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