Why Work With Us

Roxburgh Financial Management puts its clients first at every juncture.

This may sound simple but many firms in the industry have steered towards a restricted approach and try to make their clients fit their business. We however believe that true independent advice is the cornerstone of finding the most appropriate solution to any problem and we make our business and our resources work for all our clients.

 

Technology plays a big part in all of our lives. For this reason, we have invested heavily over many years to ensure we have the right tools for the job and to ensure our research covers the widest possible solutions and pass this efficiency on to you in the form of cost effective independent market leading advice.

 

From the moment you pick up the phone you will have the opportunity to speak about what really matters to you. Understanding what drives you as an individual is often replicated in the type of planning we offer you: from your first mortgage, to basic life cover, to income protection, saving for retirement to more complexed estate planning advice. As a business our advisers specialise in specific advice areas. By choosing Roxburgh for your financial planning you give yourself access to a wide range of industry experts who can complement each other’s specific skill-sets to enhance your individual level of financial security.

 

We recognise that our clients lives change, needs change and legislation changes too – this is exactly why our vision is to build a long term relationship with every client. The slightest deviation from an initial plan can affect the outcome and by being approachable and having annual reviews we can ensure you and your families are covered every step of the way.

 

Great quality, friendly, independent and personalised advice is exactly what you will get by working with Roxburgh.

 

To find out more, please call one of our customer care team on 0345 4349505, alternatively, make an enquiry by clicking here.

The range of services we offer

Mortgages

  • Residential & commercial
  • Purchase, re-mortgage & further advances
  • Self-employed & contractor
  • First time buyers & help-to-buy
  • Buy-to-let and let-to-buy

Wealth Management

  • Investments
  • Retirement planning
  • Inheritance and estate planning
  • Tax, trust and school fees planning

Business Services

  • Business protection
  • SSAS pensions
  • Trustee services
  • Commercial mortgages

Pensions

  • Planning
  • Growth and income drawdown portfolios
  • Annuities
  • SIPPS
  • Bespoke

You may also be interested in:

  • Who we are
  • Customer feedback