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.
About Us
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.
Wealth Management
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.
Financial Planning
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.
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More Reasons to Work With Us
Experience
Roxborough has been giving advice since 1986 and our extensive experience is unquestioned, as we guide clients through the complex wealth management and financial planning sectors with ease.
Accuracy
We have a deep, unrivalled understanding of the wealth management and financial planning sectors, an understanding that helps ensure we can best answer our clients’ investment aspirations.
Knowledge
It’s our expert knowledge, above all else, that provides our clients access to the highest quality financial solutions available in today’s market, all designed to meet their personal wants and needs.
Skill
We have the necessary skills to help clients achieve their long-term financial goals, it’s our job to ensure you’ll want to keep working alongside our experienced, unrivaled team for many years to come.
Consumer Warning
Fraudsters are using the details of FCA authorised firms to try and convince consumers that they work for genuine, authorised firms. These fraudulent individuals and/or firms are known as “clones”. Fraudsters usually use this tactic when contacting people unexpectedly, so you should be especially wary if you have been ‘cold called’ or if you are contacted by individuals or Firms unknown to you who are using the Roxborough Wealth Management social media or third-party website.