Pensions & Investments

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Pension & Investment Broker Solutions

Mortgage brokers may need to refer their clients to leading pension and wealth management specialists.

Pensions remain a highly effective and tax-efficient method of retirement planning.

The best wealth management and pension advisers can review the option and provide suitable advice to your client.

There is increased freedom of choice on pension funds which can lead to several options that require careful consideration and navigation.

Could the pension/investment be restructured, amended, or better managed?

Mortgage brokers can ensure their clients receive leading advice from pension and investment specialists whilst earning from any enquiries made by referring cases to our partners.

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Find out more about Turner Wealth Management

What services do Turner Wealth Management offer?

Turner Wealth Management provides wealth management planning for retirement, structuring finances for the benefit of the client and family, and unlocking the full wealth potential. Services include:

Investment planning
Retirement planning
Corporate services for entrepreneurs and company directors
Tailored advice

Turner Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

St. James’s Place Partnership

Turner Wealth Management provides clients with financial advice.

The unique structure and size of the St. James’s Place Partnership allows them to deliver comprehensive financial advice while also allowing the Practice to concentrate on the care, servicing, and well-being of the clients.

Their aim is to help facilitate and achieve the client’s financial objectives, priorities, and aspirations.

Turner Wealth Management Team

Adam Turner is the Founder of Turner Wealth Management.

Adam started his career at Coutts & Co in 2007 before moving to Royal Bank of Canada in 2012. During his time working for these two global banks, Adam has cultivated, developed, and managed relationships with private clients with varying personal financial requirements. Adam’s early career saw him manage the wealth of corporate executives and city professionals. Over the years Adam’s client coverage has comprised individuals who are business owners, entrepreneurs, and talent from the sporting, media, and entertainment world.

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