PRODUCTS & SERVICES
Investment
Investment and tax wrapper advice
INDIVIDUAL SAVINGS ACCOUNTS (ISAs)
Securing your financial future is more crucial than ever in today’s rapidly changing economic landscape. With many saving and investment options, making the right choice can feel overwhelming. Among these, Individual Savings Accounts (ISAs) have emerged as a fundamental tool for achieving both short-term savings goals and long-term financial growth. At Roxburgh Financial Services, we are committed to providing independent financial advice and helping our clients understand and leverage ISAs to their fullest potential.
JUNIOR INDIVIDUAL SAVINGS ACCOUNTS (JISAs)
Securing a child’s future has become a paramount concern for many parents and guardians. As we navigate through uncertainties, it becomes increasingly clear that early financial planning can set the foundation for a child’s long-term success and stability.
UNIT TRUSTS AND OEICs
The quest for investment vehicles offering growth potential and portfolio diversification is paramount for investors. Among the myriad of options, Unit Trusts and Open-Ended Investment Companies (OEICs) provide investors with the opportunity to optimise investment strategies. At Roxburgh Financial Services UK, we utilise these instruments to craft bespoke investment solutions that align with our client’s unique financial goals.
Investment Trusts
Securing one’s financial future becomes paramount in a constantly evolving financial landscape. The quest for reliable investment opportunities that can offer growth, stability, and income generation has led many to explore the world of Investment Trusts. At Roxburgh Financial Services, we specialise in harnessing the potential of Investment Trusts to meet the diverse financial goals of our clients.
Structured Products
Structured products offer a bridge between pursuing higher returns and the need for risk management. At Roxburgh Financial Services, we recognise that navigating the labyrinth of investment options can be daunting. This is why we can offer independent advice about structured products, a niche yet increasingly popular investment solution that caters to various investor needs and objectives.
Investment Bonds
With many investment options available, Investment Bonds provide a solution to appropriate investors seeking stability, potential tax advantages, and a pathway to achieving long-term financial objectives. Roxburgh Financial Services provides independent financial advice to investors, offering a comprehensive suite of services designed to align with your individual financial goals.
Ongoing Financial Reviews
The path towards financial security and independence is seldom straight. It often changes with life’s milestones, twists with the market turns, and shifts with the sands of economic policy. That is why Roxburgh Financial Services provides clients with ongoing financial reviews, which form the cornerstone of our service offering. This commitment is a testament to our dedication to clients’ evolving needs and aspirations.