Discretionary Fund Management

Clients with larger sums of money or a more complexed or very specific set of needs may benefit from the skill of an industry leading discretionary fund manager (DFM).

When we identify this is the right path for a client we take great care to marry up the right fund manager to meet these needs all the way down to the personality of the manager. This may sound obvious but it cannot be underestimated, we understand how big a decision it is to entrust us with your life savings or an inheritance from a family member who’s legacy you want to protect for future generations.

 

At Roxburgh Financial Management we will appoint the best money manager possible to run your funds on a daily basis while leaving us to manage your financial planning, tax, estate management, pension legislation, retirement income needs to give you the confidence you deserve in trusting us with your future.

Contact us either by phone on 0345 4349505, by email at enquiries@roxburghonline.co.uk or use the contact me option by clicking here.

Six reasons to use us

  • We put our client’s needs above all else
  • We are 100% independent
  • We understand how important these decisions are for you
  • We will communicate with you in plain English with no jargon
  • Our advice is tailored to your demands and needs
  • Our advice will leave you in an informed position to make the right choices

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