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 manages our Employee Benefits Department and is passionate about developing and maintaining excellent relationships with our company clients and meeting their needs effectively and efficiently. Her main focus is to assist HR departments and owners to ensure their employees are fully aware of the valuable benefits which the companies provide. She aims to provide the best possible bespoke service to companies.
Over the last 23 years she has gathered plenty of experience to draw upon.
Anne mainly enjoys cooking for family and friends, spending time with family, walking and yoga, and has a keen interest in homeopathy and health.
Helen Crossley – Adviser Support
Helen joined our team more than 12 years ago from a compliance background.
She 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.
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.