ESTATE PLANNING
Private Clients
At Roxburgh Financial Services, we are committed to delivering unparalleled, personalised financial advice to our private clients. Our team of highly experienced Independent Financial Advisers specialises in navigating the complex landscape of financial planning and wealth management. They are crucial in educating and guiding you through every decision, ensuring a deep understanding of your financial situation and empowering you to achieve your goals, aims, and independence.
Integrating your lifestyle, family life, and business or professional interests
Our approach to financial advice for private clients is holistic and bespoke, designed to encompass all wealth creation and protection facets. From our initial meeting to discuss your unique needs to the implementation of bespoke financial solutions, our commitment is to deliver advice that is as individual as you are. We integrate your lifestyle, family life, and business or professional interests into our planning to ensure that our advice complements your life seamlessly.
Understanding the growth and preservation of your capital
Building lasting relationships with our clients and their loved ones is at the core of what we do. We are dedicated to assisting you in creating a legacy and making a meaningful difference in your life and those you care most about. Understanding that the growth and preservation of capital are essential to maintaining the lifestyle you desire, we devise investment portfolios that align with your objectives and risk profile.
Personal desires and providing continuous support to your family
Protection of what is most valuable to you is a fundamental aspect of our service. We work closely with you to grasp your desires, providing continuous support to your family. For those with significant wealth and complex estates, we offer strategic advice to ensure your estate benefits those closest to you, facilitating wealth transfer to family members or charitable causes while minimising potential tax liabilities.
Optimising tax efficiency and enhancing the value of your financial assets
Acknowledging each client’s uniqueness, our services are meticulously tailored. Our collective aim is to optimise tax efficiency and enhance the value of your financial assets to benefit future generations. This involves extensive research, selecting best-of-breed fund managers, and leveraging investment platforms that offer institutional discounts and are accessible online anytime.
Supporting a wide range of financial and personal situations
Our expertise spans various financial and personal situations, advising on financial planning, tax strategies, retirement planning, pension planning, income protection, and life cover. Additionally, our broad network provides an extra support layer, proving invaluable as your personal and business circumstances evolve.
Ready to achieve financial security and independence and create a lasting legacy?
At Roxburgh Financial Services, we believe in the power of bespoke financial advice to transform lives. We welcome the opportunity to become your trusted partner in achieving financial security and independence and creating a lasting legacy.
At the heart of our private client service is an independent financial adviser ready to guide you through the financial maze with expertise and care. Let’s chart a course for your financial goals, aims, and independence together.