PRODUCTS & SERVICES

Retirement Planning

PRODUCTS & SERVICES

Retirement Planning

Personal Pensions

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. This is where Roxburgh Financial Services steps in, offering expert independent personal pension advice to guide individuals through the maze of retirement planning. We offer independent financial advice, knowledge and strategies needed to ensure a comfortable and prosperous future.

Self-Invested Personal Pensions

The quest for a pension scheme that secures one’s future and offers flexibility and control over investment choices has led many to consider Self-Invested Personal Pensions (SIPPs). Roxburgh Financial Services provides independent financial advice to clients to enable them to navigate their retirement planning with confidence and clarity.

Group Pensions

Planning for retirement requires both foresight and a partner who understands the intricacies of pension schemes and can offer bespoke independent advice to meet each client’s unique needs. At Roxburgh Financial Services, we pride ourselves on our expertise in providing comprehensive independent financial group pension advice, ensuring that businesses and their employees are well-prepared for the future.

Small Self-Administered Schemes

In an era where financial security and strategic investment have become paramount for businesses and their stakeholders, Small Self-Administered Schemes (SSAS) provide various opportunities and flexibility. With deep-rooted expertise in giving independent financial advice,

Pension Drawdown

Pension drawdown represents a paradigm shift in retirement planning, offering unprecedented flexibility and the potential for growth. However, it also introduces complexities that demand expert navigation. Roxburgh Financial Services is dedicated to guiding you through this journey, ensuring your retirement strategy is robust and resonant with your life’s aspirations.

Ongoing Financial Reviews

The path towards financial security and independence is seldom straight. It often changes with the milestones of life, twists with the turns of the market, and shifts with the sands of economic policy. That is why Roxburgh Financial Services provides clients with ongoing financial reviews, which form the cornerstone of our service offering. This commitment is a testament to our dedication to clients’ evolving needs and aspirations.