Roxburgh Financial Management

Roxburgh Financial Management

Financial-Services

Farnborough, Hampshi...
United Kingdom
Company Tagline

We aim to make a difference in someone’s life every single day by simplifying the complex world of financial planning.

Industry Category
Financial-Services
Company Description

Roxburgh Financial Management is a leading provider of comprehensive financial services, committed to simplifying the complexities of financial planning and making a positive impact on clients' lives every day. Since its establishment in 2006, Roxburgh Financial Management has grown into a trusted partner for individuals and companies seeking expert advice and tailored solutions.

Located at The Meads Business Centre, 19 Kingsmead, Farnborough, Hampshire GU14 7SR, GB, and with additional offices at 116 Brompton Road, London, England SW3 1JJ, GB, and Dubai International Financial Centre (DIFC), Gate District, Precinct Building 3, Level 7, Dubai, AE, Roxburgh Financial Management offers a broad range of products and services to meet diverse financial needs. With a long-term approach, Roxburgh Financial Management prioritizes understanding clients' unique needs, wants, and aspirations to develop suitable solutions. Whether it's protection for dependents, investment planning, retirement planning, inheritance tax planning, or mortgage cost reduction, Roxburgh Financial Management leverages years of experience to deliver optimal results.

Roxburgh Financial Management's dedication to excellence and client satisfaction has solidified its position as a key player in the financial services sector. The company's commitment to providing personalized advice and comprehensive support ensures that clients receive the guidance they need to achieve their financial goals. We invite the management team at Roxburgh Financial Management to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services and reach a wider audience.

Roxburgh Financial Management est un fournisseur leader de services financiers complets, engagé à simplifier les complexités de la planification financière et à avoir un impact positif sur la vie de ses clients chaque jour. Depuis sa création en 2006, Roxburgh Financial Management est devenu un partenaire de confiance pour les particuliers et les entreprises à la recherche de conseils d'experts et de solutions sur mesure.

Situé à The Meads Business Centre, 19 Kingsmead, Farnborough, Hampshire GU14 7SR, GB, et avec des bureaux supplémentaires au 116 Brompton Road, Londres, Angleterre SW3 1JJ, GB, et au Dubai International Financial Centre (DIFC), Gate District, Precinct Building 3, Level 7, Dubaï, AE, Roxburgh Financial Management offre une large gamme de produits et services pour répondre à divers besoins financiers. Avec une approche à long terme, Roxburgh Financial Management priorise la compréhension des besoins, des désirs et des aspirations uniques de ses clients afin de développer des solutions adaptées. Qu'il s'agisse de la protection des personnes à charge, de la planification des investissements, de la planification de la retraite, de la planification successorale ou de la réduction des coûts hypothécaires, Roxburgh Financial Management tire parti de ses années d'expérience pour obtenir des résultats optimaux.

Le dévouement de Roxburgh Financial Management à l'excellence et à la satisfaction de ses clients a consolidé sa position en tant qu'acteur clé dans le secteur des services financiers. L'engagement de l'entreprise à fournir des conseils personnalisés et un soutien complet garantit que les clients reçoivent les conseils dont ils ont besoin pour atteindre leurs objectifs financiers. Nous invitons l'équipe de direction de Roxburgh Financial Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs services exceptionnels et d'atteindre un public plus large.

Key Personnel / Employees
Arvin Walia (Strategic Lead) Gillian Wakefield Chartered FCSI Martin Wood Ben Wellington (DipPFS)

Compare Companies Side by Side

Compare Roxburgh Financial Management with 3 companies in Financial-Services

4 Companies
Comparison Field
Roxburgh Financial Management
Roxburgh Financial Manage...
Main Company
GP3 Financial Advisers
GP3 Financial Advise...
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Wilcox Day Wealth Management Ltd
Wilcox Day Wealth Ma...
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EDWARD ASSET MANAGEMENT LLP
EDWARD ASSET MANAGEM...
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Founded Year
2001 2004
Company Size
11-50 2-10 2-10
City
Farnborough, Hampshire Oadby, England Fleet, Hampshire
Country
United Kingdom United Kingdom
Skills & Keywords Comparing with main company
23 Total Skills
Financial Planning Wealth Management Investment Advice Retirement Planning Tax Planning Mortgage Advice Insurance Services Pension Advice Income Protection Critical Illness Insurance Relevant Life Insurance Self-employed & Contractor Mortgages Self Build Finance *Equity Release & Later Life Mortgages Business Protection Buy-To-Let & Let-To-Buy Investments Will Writing (Free review of existing plan) Private Health Insurance First Time Buyers Purchases & Re-mortgage Life Insurance IHT Planning
13 Total 13 Unique
Unique Skills:
Cashflow Planning Estate Planning Financial Advice Group Pension Schemes Inheritance Tax Planning Inter-generational Wealth Planning +7
16 Total 2 Common 14 Unique
Match 9%
Common Skills:
Financial Planning Investment Advice
Unique Skills:
Contractors Employee benefits Financial Advice Financial Education Financial Wellbeing Individual Savings Accounts +8
6 Total 1 Common 5 Unique
Match 4%
Common Skills:
Financial Planning
Unique Skills:
Independant Financial Advice Inheritance Tax Planning Pensions & Investment Advice Pensions Planning Protection
4
Total Companies
2001
Oldest Founded
1
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

Roxburgh Financial Management 罗克斯堡金融管理 रॉक्सबर्ग वित्तीय प्रबंधन روكسبورغ للإدارة المالية Роксбург Финансовый Менеджмент