FINANCIAL PLANNING
High-Net-Worth clients
At Roxburgh Financial Services, we specialise in providing bespoke financial advice to high-net-worth clients, ensuring their wealth grows tax-efficiently and optimally structured. Our commitment is to create an environment where your finances flourish under the guidance of our experienced professionals.
Take your wealth management to the next level
Understanding the intricate needs of high-net-worth individuals and families requires specialist expertise and dedication that not all financial services providers can offer. At Roxburgh, we pride ourselves on meeting these needs head-on with a comprehensive service designed to take your wealth management to the next level.
Capturing a complete snapshot of your financial life
Our approach begins with a detailed review of your financial position. Utilising our proprietary process, we capture a complete snapshot of your financial life. This comprehensive understanding lets us craft a bespoke financial plan meticulously aligned with your life goals and aspirations. We aim to ensure that every aspect of your financial life works harmoniously to achieve your ambitions.
Wealth structuring and family governance
The core of our service offering revolves around wealth structuring and family governance. We provide access to seasoned professionals who will secure your financial legacy, aligning with your desires for your family’s future. This includes optimising your wealth plan to cover future needs and aspirations and instilling confidence in your financial future.
Multi-generational approach to wealth management
Furthermore, we adopt a multi-generational approach to wealth management. Recognising the importance of succession planning, we furnish you with the necessary tools to implement effective strategies. This ensures a seamless wealth transition to the next generation, fostering a culture of financial literacy and responsibility amongst your heirs.
Emphasise on goals-based investing and advice
At Roxburgh Financial Services, we also emphasise goals-based investing and advice. By identifying your priorities, passions, and challenges, we link your financial objectives with strategies to meet them. Whether it’s creating and managing financial plans for your family’s future, navigating the complexities of tax-efficient investing, or planning for retirement, our team is equipped to assist at every stage.
Our financial planning, wealth management and investment management services are tailored to cater to a wide range of needs, including:
- Financial planning to support your family and future goals
- Tax efficient investing and broader tax planning strategies
- Income and capital needs analysis to ensure liquidity when it’s most needed
- Retirement planning, including pensions and income drawdown strategies
- Building and managing investment portfolios and asset management
Establishing a robust financial plan for your future
Our services are ideally suited for individuals seeking to establish robust financial plans for their future and those looking for high-quality investment management paired with unparalleled bespoke service. Our expertise in wealth planning, combined with our investment insight, sets us apart, allowing us to foster sustainable growth and optimise your portfolio for long-term success.
Strategies tailored to meet your individual goals
At Roxburgh Financial Services, true wealth management excellence comes from working with a highly experienced and dedicated team of professionals. We are committed to structuring your finances and investments tax efficiency, maximising tax efficiency and portfolio performance. This integrated approach to wealth management ensures that your unique circumstances are catered to, with strategies tailored to meet your individual goals.
Ready to see how we can help you achieve your unique financial goals and aspirations?
If you want your finances managed with precision, foresight, and a personal touch, Roxburgh Financial Services is here to make that a reality. Take the first step towards securing your financial future. We can help you achieve your financial goals and aspirations. At Roxburgh Financial Services, your vision is our mission.