Why Roxboro?

How we are different

7 simple reasons to choose Roxboro

  1. You deserve clear, expert advice to help you make the best choices. You will be guided by a highly qualified and experienced Chartered Financial Planner who specialises in investment and retirement planning
  2. Experience counts for a lot and we have been helping clients with providing investment and retirement advice for over 30 years. We are directly authorised by the Financial Conduct Authority (FCA)
  3. We aim to help you achieve financial security to maintain your lifestyle now and in the future. We use cashflow modelling to show how much you may need in the future and whether your assets are going to be able to sustain you
  4. Your investments will be carefully managed to help them grow and avoid unnecessary risk. We act for you not investment companies when making recommendations. Our independence and unbiased IFA status gives you access to the best options from the whole market and the assurance that what is recommended is in your best interest
  5. We believe in the importance of personal contact and harnessing technology to simplify your life and keep you informed. Our technology allows you to monitor your portfolio and communicate with us securely
  6. If you care about how your money is invested we can help you invest ethically. We have over 30 years experience in ESG investment
  7. Simple, transparent and fair advice fees – you know what you are paying upfront. You can be assured that we are not paid commission for investment or retirement planning advice – please see pricing for details of our services and fees

Let's talk if you would like to discuss our services and how we can help you

Book an appointment

If you prefer call us on 01273 711811 or email hello@roxboro.uk.com