We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
As independent advisers, our clients benefit from our ability to offer advice on the broadest range of products and services. Whether it be for protection of dependents and your estate to investment advice, retirement planning, inheritance tax planning* or simply reducing costs on your mortgage, we have many years of experience in finding the most suitable solution for our clients’ needs.
As with any industry where there is direct contact with the end consumer, service is paramount. We all live busy lives and by having a national presence and leading technology we can work with you in the most suitable format and with the least amount of paperwork and delay. We are approachable and friendly, this is why our clients come back to us time and time again.
Roxburgh Financial Management is a fully independent advice business – this is core to our approach. Having built the business around our clients and growing organically not by simply buying lots of smaller business we begin each client meeting in the same way and that is with a blank piece of paper. We have no pre-determined outcomes or companies that we like to use. All our advisers address your needs and your specific worries to provide you with a solution which is tailored to give you the best possible outcome.
While you may have simple objectives at outset and require a straightforward protection policy or similar transaction to address your needs; as time goes on and your income grows, you start a family or perhaps someone close to you dies your objectives will change too. Roxburgh are here to support you on that journey every step of the way.
Every client is offered an initial consultation at our expense to discuss your needs and to give you an indication as to the direction of travel we would likely take. This could lead to highlighting an area of risk in your life that you simply had never thought about. If you wish to take the matter no further that’s entirely up to you. However, 9 times out of 10 our clients jump at the chance to follow the process through to completion and give themselves peace of mind that their financial future is secure, their families are protected and they are in control.
* Tax treatment is based on individual circumstances and may be subject to change in the future. The Financial Conduct Authority does not regulate Inheritance Tax Planning.
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