Wealth management

At Roxburgh, we passionately believe that the best wealth management service is provided through personal, face-to-face advice. In providing that service we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.

Wealth Management

As representatives of St. James’s Place Wealth Management, our advisers are supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which enables them to create financial plans that can adapt to your changing needs and circumstances

 

Our clients include individuals, trustees and businesses, and our Advisers we will take time to get to know you and your requirements, offering sound and trustworthy financial advice that adapts as your needs change over time.

 

Creating and maintaining the right investment strategy plays a vital role in helping to secure your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

 

Our clients have access to a range of carefully constructed, risk-rated portfolios provided by St. James’s Place, that enable you to spread your investments across a wide range of asset types and countries, and to choose fund managers with different investment styles to create a balanced and diversified investment solution.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

To discuss your wealth management requirements in more depth please contact us by phone on 0345 434 9505, or mail Enquiries.Roxburgh@sjpp.co.ukor by clicking here

Six reasons to use us

1. We understand how important these decisions are for you

2. We will ask the right questions

3. We will communicate with you in plain English with no jargon

4. We do all the work, right through to helping complete the application form

5. Our advice is tailored to your demands and needs

6. Our advice will leave you in an informed position to make the right choices

You may also be interested in:

  • Relevant life insurance
  • Pensions