Rowan

A modern, leading wealth management company, Rowan makes sound financial planning and co-ordinated investments work for individuals, families, charities and businesses. Rowan is amongst the first of the major IFA practices to offer private clients an integrated, high-quality discretionary investment management service within the remit of broader financial planning.

Rowan places great emphasis on care and careful guidance through the complexities of personal finance. Helping its clients to identify immediate needs and future requirements, Rowan’s style is, firstly, to bring clarity and perspective to the financial picture, before making solid, rational decisions based on a controlled investment methodology that balances the individual’s goals with a personal tolerance to investment risk.

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