Our small and talented team is comprised of:
Paul Turner – Principal Partner
Our Principal Partner Paul Turner is a Chartered Financial Planner. He is an experienced and highly qualified adviser having worked in Financial Services for more than 30 years.
He is conscientious and passionate about giving first class advice at a fair price. He has a pragmatic, straightforward and client-centred approach and embraces the new era of transparent charging.
In his spare time Paul is a keen cyclist and a fan of all things Italian.
Anne Turner – Partner
Anne is passionate about developing and maintaining excellent relationships with clients and meeting their needs effectively and efficiently, giving the best possible service.
Anne is responsible for the implementation and smooth running of our systems, and over the last 20 years has developed expertise in this area.
In her spare time Anne enjoys cooking, mindfulness and yoga, and has a keen interest in homeopathy and natural remedies. Anne and Paul together also enjoy walking and travel.
Helen Crossley – Adviser Support
Helen joined our team more than 10 years ago from a compliance background.
Helen is meticulous and consistent in maintaining our records accurately and in running the day to day administration of our office. She enjoys working closely with clients and very naturally develops great rapport. She always shows great commitment and delivers the highest level of service in a friendly, efficient Yorkshire way.
Away from work, Helen is kept busy with her two children and enjoys spending time with family and friends. She enjoys travelling – both locally within Yorkshire and further afield in Europe.
Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully
I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.
Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.
Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.
Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.