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Roxburgh Financial Services – Independent Financial Advisers

Financial advice is ideal when independent, diligent, expert and balanced.

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Roxburgh Financial

Who we are

Your path to a secure financial future

Navigating the complexities of financial planning can seem overwhelming in today’s fast-paced world. That’s precisely where Roxburgh Financial Services stands out as your trusted partner. With offices in Glasgow and Troon, our philosophy centres around the belief that clarity, reliability, and personalised guidance are the cornerstones of effective financial management.

the Business of Trust

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About You

Helping you achieve your financial goals

Before initiating any recommendations and plans, our team of highly qualified Roxburgh independent financial advisers dedicates time to discussing your aspirations and objectives to fully understand what matters most to you and what you want to accomplish. We can formulate a bespoke strategy that aligns with your goals by establishing a foundation of trust and comprehension.

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Investment
In the complex world of personal finance, making informed decisions is essential to achieving long-term financial stability and growth. At Roxburgh Financial Services, we understand that every individual’s financial journey is unique, so we are dedicated to providing bespoke independent advice on a wide range of wealth management topics.
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Retirement Planning
The importance of securing one’s future cannot be overstated. With longevity increasing and the nature of work evolving, planning for retirement has become more complex than ever. We offer independent financial advice, knowledge and strategies needed to ensure a comfortable and prosperous future.
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Protection
Securing the financial well-being of our loved ones after we’re gone is a concern that quietly echoes in the minds of many. Amidst this backdrop, life insurance emerges not just as a policy or a product but as a profound commitment to the future and security in an unpredictable world.
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Estate Planning
Navigating the complexities of Inheritance Tax planning and estate management is crucial to safeguarding your wealth for future generations. Roxburgh Financial Services specialises in providing expert independent advice in this intricate area.
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Financial Planning
Personal cashflow planning is an essential service offered by Roxburgh Financial Services. It is designed to map out your financial future and clarify how your finances could evolve.
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Business Planning
It’s easy for business owners to become so absorbed in their company’s growth that they overlook their financial well being. Yet, establishing a solid financial foundation where your personal and business finances complement each other is crucial for long-term success and peace of mind.
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Mortgages
Exploring the world of mortgages can be daunting, especially for first-time homebuyers. Roxburgh Financial Services is dedicated to making this process as smooth and straightforward as possible, offering expert mortgage advice tailored to your unique financial situation.
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PROPERTY SERVICES

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Time for you to navigate towards a secure and prosperous retirement with confidence?

Your future is our focus. Let us help you navigate towards a secure and prosperous retirement with the confidence that comes from having Roxburgh Financial Services by your side. Together, we can turn your retirement dreams into reality.

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