Overview

Roxburgh began life in 2006 as a small team with a big vision – to become one of the leading protection and financial management companies in the UK. Sixteen years later, those visions have now become reality and we are a leading player in our field. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives. As advisers, our clients benefit from our ability to offer advice on the broadest range of products and services. Whether it be for protection of dependents and your estate to investment planning, retirement planning, inheritance tax planning or simply reducing costs on your mortgage, we have many years of experience in finding the most suitable solution for our clients’ needs. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration. Some Buy-to-Let and Commercial Mortgages are not regulated by the Financial Conduct Authority. Roxburgh Financial Management is a trading name of Roxburgh Limited. Roxburgh Financial Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP approved 01/02/2023.