Welcome to Roxborough Wealth Management
Wealth Creation, Wealth Management and Wealth Preservation are at the heart of giving financial advice. Wealth management has become more sophisticated. Wealth solutions and propositions have proliferated – both pensions and non-pension solutions. Tax continues to be complex. Making the right wrapper choices during the accumulation period and the right drawdown choices when money is needed will be strong contributors to the delivery of advice alpha, gamma or delta – basically, the measure of the value that advice brings.
Roxborough has been advising clients since 1986. Today, Roxborough Wealth Management Limited is one of the most trusted groups of wealth and financial management specialists operating across the South of England. We provide a robust, highly diversified collection of services aimed at maximising your wealth, and help protect it going forward. Our client base has been built on recommendations from individuals and business professionals over many years and this continues to be a major source of new clients – We have a fantastic team of experienced Financial Advisers and Mortgage Brokers ready to provide you with totally independent financial advice to help you achieve your own personal financial goals.
Taking into account your personal investment objectives, we work alongside you to create a robust, diversified investment portfolio, with the aim of maximising your accumulated wealth, while helping to minimise taxes payable and protect your estate.
Sustainable financial planning revolves around diversification of your portfolio. We pride ourselves on our ability to help investors focus on balancing their assets by investing between different asset classes, so as to maximise overall investment growth.
Mortgages & Lending
Whether you are looking for a residential mortgage or a commercial bridging loan, choosing the right mortgage can be an overwhelming experience. Our specialists provide professional advise to ensure we get you highly competitive rates.
Extremely attentive, helpful, and professional - a pleasure to deal with. Would go the extra mile. Overall an excellent experience making things as quick and easy as possible. Highly recommended.
Excellent support and advice through my many years with you. Quick, professional and supportive of my individual needs. A fantastic company to deal with. Thank you
Steph helped out a lot and I couldn't have done it without her assistance. She provided regular updates so I didn't have to chase and very knowledgeable! Would recommend
I've been a client for over 10 years. The team at Roxborough handle my pension, mutual fund investments, ISA’s as well as mortgages and life cover. Their mortgage team helped me buy my first house in 2009 and have soundly guided me throughout various remortgages. Their online platform allows you to easily monitor your ISA’s and keep track of profits as my finances have grown over time. They are knowledgeable, friendly, professional and offer a personalised service you just do not get with larger firms. I recommend them to all my friends and hear the same feedback from everyone - great service, great results, highly recommended
Paul and the team at Roxborough have helped me on a personal level as well as helping my employees in all aspects of financial advice. He has helped me get a mortgage and plan for the future. He has also helped set up our company pension scheme. I have been really pleased with everything to date and Roxborough managed to get me the mortgage I wanted. Genuinely no criticism at this stage - they have been great to deal with.
Paul was very helpful at a difficult time for myself and the family. There were many financial matters that needed re-organizing, we have been given peace of mind and an income that has been trouble free.