Who we are
Choosing Roxburgh Financial Services
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.
Personalised independent financial advice bespoke to your needs
We understand that each individual’s financial journey is unique. This is why we emphasise the importance of a one-to-one relationship with an independent financial adviser. Our bespoke approach ensures that strategies are tailored to your goals, circumstances, and aspirations. Whether you are planning for retirement, growing your wealth, or seeking ways to protect your financial future, our dedicated advisers will guide you every step of your journey.
Simplifying the complex
Financial planning doesn’t have to be complicated. We aim to demystify the financial world, making it accessible and understandable for everyone. By breaking down complex concepts into easy-to-understand advice, we empower you to make informed decisions that align with your long-term objectives.
Planning for peace of mind
At the heart of our service is our commitment to developing a comprehensive plan that addresses all aspects of your financial life. Such a plan is more than just a roadmap; it’s a source of comfort and confidence. Knowing that you’re on the right path towards achieving your financial goals allows you to focus on what matters most and ensure that your financial future is in highly experienced hands.
Why choose Roxburgh Financial Services?
Unbiased advice
As independent advisers, we make recommendations from a broad spectrum of providers, ensuring our advice is tailored to your needs. Our approach is client-centric, starting with a comprehensive analysis of your risk tolerance to align our suggestions with your financial objectives.
Ongoing risk management
Our dedication to your financial success is reflected in our commitment to continuously monitoring your risk profile. Recognising that personal and market conditions evolve, we maintain vigilance over your investments, adapting strategies to safeguard your interests and goals over the long haul.
We become your partner and prioritise your financial well-being. With our expert guidance, personalised strategies, and commitment to simplicity, you can look forward to a future where your financial goals are both a possibility and a reality. Let us help you embark on a journey to financial security and peace of mind.
Our history spans over five decades
Since its inception in 1964 as JC Roxburgh & Co Ltd., the Roxburgh Group has firmly established itself as a cornerstone of financial wisdom and support in Scotland, including Glasgow, Clydebank, and Ayrshire. With a legacy spanning over five decades, we have been at the forefront of offering independent financial advice, insurance solutions, and comprehensive property services to a diverse clientele, including families and businesses.
Evolution and resilience
The journey of the Roxburgh Group is a testament to evolution and resilience. The group has grown significantly since its early days with a modest team, now boasting a dedicated workforce of 40 professionals. This expansion is reflected in the numbers and the breadth of expertise and services offered.
Despite the winds of change—through legislative shifts, technological advancements, or evolving market dynamics—the core ethos of the Roxburgh Group has remained steadfast. Honesty, integrity, and transparency are not mere words but the pillars upon which every interaction and decision rests.
Commitment to maintaining timeless values
What sets the Roxburgh Group apart is a commitment to maintaining these timeless values and our ability to foster lasting relationships. We have built trust and loyalty from years of consistent, reliable service and a deep understanding of our client’s needs.
We work with successive generations of clients. Our inaugural clients’ children and business successors are a living testament to the enduring quality and relevance of the Roxburgh Group’s offerings.
We remain committed to taking the long view as we look towards the future. Our approach is not about quick wins but sustainable growth, security, and prosperity for our clients. Through a blend of traditional values and a forward-thinking mindset, we continue to be a beacon of support and guidance for individuals and businesses navigating the complexities of financial planning, insurance and property.