Financial Planning

Our financial review process is crucial to the ongoing success of your investments. We provide our clients, where possible with at least one meeting per year with a personal adviser to review your financial plan, and you’ll always be welcome to contact us for a face-to-face meeting between review dates.

Our professional investment planner has decades of experience, allowing Roxborough to look at your current investment portfolio and, by asking specific questions relating to your personal objective and goals, determine whether or not your current portfolio is working for you.

Here at Roxborough Wealth Management we understand the importance of professional retirement planning more than anyone, with our experienced adviser working with clients across the World to maximise their retirement income through sensible, consistent focus.

Protecting our clients from paying for the wrong policy and overpaying for the right one is something that our insurance specialist here at Roxborough Wealth Management does best. During your annual financial review we will discuss how appropriate your current level of protection arrangements are.

Contrary to popular belief, estate planning isn’t just for the super-wealthy. Anything you’ve earned over your lifetime deserves adequate protection, as if you don’t create a will and plan your estate prior to your death it will be distributed in a manner you may not have agreed with.