Independent Financial Advisers in Glasgow | Roxburgh Group
How our independent financial advisers can help you
With over 50 years’ experience of helping people plan for their futures, we know what we’re doing when it comes to financial advice. We believe that honesty, integrity and transparency stand us apart and allow us to plan for our long-term future, as well as yours. We’re independent advisers, which means that our options are unrestricted – we won’t just show you the products that make more money for us (and our suppliers).
So, you get to see the whole picture, not just which bits suit someone else.
Helping you navigate your financial planning journey
Speaking honestly, financial matters are often the most complex things we have to deal with in life. What you do in one area of your financial planning can have a huge impact on another area of your finances. And, if you make a mistake, it can have long-lasting and costly effects.
So how do you make sure you choose the right solution for you (and your finances)? We’d suggest the first thing you do is speak to an expert, like us. We’ll look at your circumstances and advise you of financial products that protect your investment and deliver the returns you need, when you need them.
Can’t I do it myself?
You absolutely can. In the same way as you can paint your own house, or mend your own plumbing. But would you really want to? We always think it’s better to ask an expert.
Some of the areas of financial planning are terribly complex. If you’re looking at succession planning and inheritance tax, then things can get very complicated very quickly. And, even if you manage to work out the best route of you to take, there can be regulation changes that will affect your outcome. If you decide to set up a trust to protect your assets, even the wording of the trust agreement is monumentally important.
So, yes, you can do it yourself. But do you really want to? Employing a specialist means you’ll get specialist advice.
Why is using Roxburgh a good idea?
We know our stuff. We spend a lot of time researching the latest figures and legislation. We sift this information to draw conclusions and add these to the knowledge we already have. When things change you want to be able to choose the best options for your investments, so you maximise the advantages open to you. So we’re not only advisers, we’re planners too.
Services Roxburgh can help you with
We’re independent so we’re able to recommend options for you from an unlimited range of providers. Which means we can always find the best option for you and your circumstances. We offer advice on:
- Retirement planning
- Wealth management
- IPA & investment planning
- Life assurance & family planning
- Business protection
- Estate planning
- Annuities & income at retirement
- Income protection
With you for the long term
Today we work with many of the children and business successors of our original clients. Our long-term approach means that we help you plan your finances to make sure you can afford the life (and retirement) you want.
To find out more about how we can help you fill in the form below.
We look forward to starting a new journey with you and your finances.
If you have any questions please contact the appropriate branch listed below:
Our Glasgow office is located at 151 Glasgow Road, Clydebank, G81 1LG. Telephone: 0141 952 0371.
Our Troon office is located at 19 Ayr Street, Troon, KA10 6EB. Telephone: 01292 314313.
Our Kilmarnock office can be found at 35 Main Street, Stewarton, KA3 5BS. Telephone: 0156048 5333.
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