About Us

Roxburgh Financial Management is a fully holistic advisory business – this is core to our approach. We provide advice to both individuals and businesses on all aspects of financial planning. Our approach is long-term, fully understanding our clients’ needs, wants, and aspirations and then prioritising objectives. 

As advisers, our clients benefit from our ability to offer advice on the broadest range of products and services. Whether it is for the protection of dependants or your estate, 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. 

As with any industry where there is direct contact with the end consumer, service is paramount. We all have busy lives and by having a national presence and leading technology we can work with our clients in a way that is most convenient. 

To find out more about the SJP guarantee, please click here

Your home may be respossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.