Why work with us

Roxburgh Financial Management puts its clients first at every juncture.

This may sound simple but 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 range of solutions – and pass this efficiency on to you in the form of cost-effective, 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, and more complex estate planning advice. Our advisers specialise in specific advice areas. By choosing Roxburgh, for any need you give yourself access to a wide range of industry experts who can pick up the baton from their colleague with all the information about you they need to take you to the next 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, and personalised advice is exactly what you will get by working with Roxburgh.

 

If you’re unsure what you need then contact us by phone on 0345 434 9505, or email Enquiries.Roxburgh@sjpp.co.ukor by clicking here

The range of services we offer

Mortgages

  • Residential
  • Commercial*
  • Purchase and re-mortgage
  • Self-employed & contractor
  • First-time buyers & help-to-buy
  • Buy-to-let* and let-to-buy*

Wealth Management

  • Investment planning
  • Retirement planning
  • Inheritance and estate planning
  • Tax, trust* and school fees planning

Business services

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

Pension planning

  • Annuities
  • SIPPs
  • Bespoke

*Trusts, commercial mortgages, and some buy-to-let and let-to-buy mortgages are not regulated by the Financial Conduct Authority.

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