Call us: 01273 711811
Thinking about your financial future might seem overwhelming. Yet ultimately, it calls for setting goals and devising a solid plan.
This means cutting through the complexities of finance to make sense of your options. As truly unbiased financial planners, with over quarter of a century of experience, this is exactly what we help you do – whatever your stage of life.
'PERSONAL FINANCE PORTAL'
Access your portfolio and real time valuations via our online portal.
Find out moreWhy Roxboro?
Our services are intended for people with over £100,000 of investments such as ISAs, cash and pensions.
- – Tailored investment and retirement advice from a chartered financial planner
- – We are truly independent so you receive 100% unbiased advice
- – Simple advice fees – know exactly what you are paying upfront
- – Trusted specialists – over a quarter of a century of experience
- – Ongoing portfolio management and financial planning support
- – Access your portfolio and real-time valuations via a secure online portal
- – We give you access to the best investment and pension options from the whole market
- – We do not receive any commission for recommending any type of investment
What our customers say
I needed professional advice regarding savings, investments and financial planning. Roxboro has provided friendly and accessible support to me for many years. I receive regular reviews on investments with advice over fund switching where appropriate. What could they have done better? Nothing.William - Berkshire
We were looking for guidance on how best to provide for our pension years, and how to invest money from my business. We also sought advice on inheritance and school fees. As a pensions novice, they guided me through the sometimes complex and ever-changing pension rules and offered informed suggestions as to how best to approach my circumstances. They are particularly good at keeping in touch.M - East Sussex
I needed pension planning and investment advice. Roxboro took the time to understand us as people, and so our needs, appetite for risk etc. They always take the time to ensure I understand their advice and it helps that my adviser is a great, personable and trustworthy guy.Tim H – Cambridge
I needed a review of my pensions and further help regarding Inheritance Tax planning and investments. They explained all the options in layman's terms taking account of my personal circumstances They took all of the hard work out of it for me and continue to keep in contact.? - I have been exceptionally satisfied with their advice.John - Hertfordshire