Wealth Management

One of the many changes in our industry which has driven the behaviours of a large number of wealth management firms is the retail distribution review.

Wealth Management

While there were many facets to the legislation around an industry involved in the management of an individual]s wealth, one of the key attributes was the banning of all commission payments from providers to advisers in exchange for business. 

This resulted in firms reviewing their client service propositions and more and more companies looking to add internal value by focusing on more lucrative money management so they could charge clients more.

At Roxburgh, we take a different view. Financial planning is a specific skill set in its own right. The waters get muddied when the same advisers spend their time with the focus on fund management rather than the short, medium and long-term outcomes of clients and adapting and changing the strategy to ensure clients objective are being met at all times and at sustainable cost.

 

As with most aspects of life, striking the right balance is key. At Roxburgh we offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document. We assess your needs and the style of management you require at outset and provide you with a bespoke solution which is cost effective to you as an individual not as simply another sum of money to manage as part of a centralised investment proposition because it meets the business’s needs.

 

Please bear in mind that the value of investments and income from them can go down. You may not get back the original amount invested.

 

At Roxburgh Financial Management we provide specialist help to people unsure how to go about choosing the right investment solutions available. We ensure that you are in a fully informed position before any investment is undertaken for you. This gives you the peace of mind of knowing that the recommendations made by our specialists will be tailored to your specific needs and budget.

If you’re unsure what you need then 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

You may also be interested in:

  • Relevant Life Insurance
  • Pensions