Roxburgh Financial Services – Independent Financial Advisers

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

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

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.

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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Client Reviews

    
 
 
       Posted on Google  
   
   Brian Dunlop 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of Roxburgh for several years and am very happy with the service.  My Roxburgh Financial Advisor is knowledgeable, positive and knows his stuff. Thank you
  
 
      Posted on Google  
   
   Dave Parker 
 
 
 
 Trustindex verifies that the original source of the review is Google. I can't fault the support and engagement I have with my Roxburgh Financial Advisor. He is always honest and positive and encouraging to use our finances for our wellbeing. Thank you Ben.
  
 
      Posted on Google  
   
   Lisa Hooper 
 
 
 
 Trustindex verifies that the original source of the review is Google. We’ve had life cover with legal and general for a number of years originally arranged through Roxburgh in 2013. We wanted to update this and make some changes. We dealt with Ryan who I must say was extremely efficient in answering any questions we had. We asked for a selection of quotes with differing amounts so we could decide what was best. Ryan was always available if I needed to ask anything, he’s  professional,  polite and friendly which definitely made the experience of arranging this a less daunting one. Everything was arranged in a timely manner which was great. I highly recommend Roxburgh as a professional and efficient company to deal with and Ryan himself is a great asset to the company.
  
 
      Posted on Google  
   
   nimali gunawardene 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’m pleased with the overall experience. Ryan, who assisted me throughout the process, was incredibly knowledgeable and patient, ensuring I fully understood the policy and its benefits. What stood out the most was the personalized service I received from Ryan. He took the time to understand my situation and recommended a policy that gives me peace of mind.
  
 
      Posted on Google  
   
   Peggy Tomlin 
 
 
 
 Trustindex verifies that the original source of the review is Google. Used Roxborough many times over the years. Can’t fault them. Thoroughly recommend.Ryan has been amazing.
  
 
      Posted on Google  
   
   Courtney Marsh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Recently completed a review of my family protection policy.  Garry was really professional, knowledgeable and friendly and helped me improve my cover aligned to my needs.
  
 
      Posted on Google  
   
   Bruno Alves 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very helpful and respectful. Been advised by Ryan and he is amazing and super friendly!
  
 
      Posted on Google  
   
   Jag2487 
 
 
 
 Trustindex verifies that the original source of the review is Google. Ryan was very helpful and diligent.  Very pleasant gentleman to deal with and made life very easy for myself
  
 
      Posted on Google  
   
   Louise Collis 
 
 
 
 Trustindex verifies that the original source of the review is Google. I had a really positive experience, Garry was very helpful and helped me understand the various policies. Communication was also great! Would highly recommend.

News Insights

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PROPERTY SERVICES

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.

Roxburgh Financial Services – Independent Financial Advisers

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

Roxburgh Financial

Who we are

Your path to a secure financial future

the Business of Trust

About You

Helping you achieve your financial goals

Client Reviews

News Insights

INSURANCE BROKERS

PROPERTY SERVICES

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