Business Details
Trusted Chartered Financial Planners in Edinburgh
Established by Keith Roseburgh, a Chartered Financial Planner with over two decades of experience in the financial services sector, our firm specialises in delivering independent, jargon-free financial advice tailored to clients at every life stage. We prioritise transparency, ethical practices, and long-term client relationships, ensuring individuals and families in Edinburgh, Dalkeith, and the Lothians receive personalised strategies for retirement planning, pension consolidation, investment management, and estate planning. Our commitment to professionalism is underscored by our Chartered status and regulation by the Financial Conduct Authority, reflecting our dedication to maintaining the highest standards of service.With a focus on empowering clients through education and clarity, we address financial challenges across all age groups, from first-time homebuyers to retirees, while consistently demonstrating expertise in navigating complex financial landscapes. Our client-centric approach, evidenced by testimonials highlighting trust, satisfaction, and successful outcomes, positions us as a trusted partner in achieving financial security and peace of mind.
Services
Financial Planning
Pension Consolidation
Investment Management
Retirement Planning
Estate Planning
Highlights and features
- We offer over 20 years of experience in independent financial planning.
- Our jargon-free advice ensures clarity and understanding for all clients.
- Regulated by the Financial Conduct Authority for professional accountability.
- Tailored strategies for retirement, pensions, and investment management.
- Proven track record of client satisfaction and successful financial outcomes.
Associations and certifications
- Chartered Financial Planner
- Financial Conduct Authority (FCA)
What people say
Professional expertise
Clear communication
Tailored solutions
Successful outcomes
Jargon-free advice
Services
Financial Planning
We develop comprehensive financial plans tailored to individual goals, covering budgeting, savings, and long-term wealth management. Our approach ensures clients understand their options, align resources with objectives, and navigate life transitions confidently. By focusing on sustainability and adaptability, we help clients build financial resilience and achieve milestones at every stage of life.
Pension Consolidation
Our pension consolidation service simplifies multiple pension pots into a single, manageable plan, optimising returns and reducing administrative complexity. We assess clients' existing arrangements, identify inefficiencies, and implement strategies to enhance retirement income. This service ensures clarity, cost-effectiveness, and alignment with long-term retirement goals.
Investment Management
We provide bespoke investment management, crafting portfolios that reflect clients' risk tolerance, financial objectives, and market conditions. Regular monitoring and rebalancing ensure sustained growth and risk mitigation. Our transparent approach prioritises client education, enabling informed decisions and fostering confidence in achieving wealth accumulation targets.
Retirement Planning
Our retirement planning service addresses income generation, tax efficiency, and lifestyle sustainability. We evaluate clients' current financial status, project future needs, and design actionable plans to ensure a secure, enjoyable retirement. By integrating pension, savings, and estate considerations, we deliver holistic solutions tailored to individual aspirations.
Estate Planning
Estate planning ensures clients' assets are distributed according to their wishes while minimising tax liabilities. We collaborate with legal professionals to establish wills, trusts, and inheritance strategies, safeguarding family interests and preserving wealth across generations. This service provides peace of mind through meticulous, forward-thinking arrangements.
People
Keith Roseburgh
Chartered Financial Planner
Keith Roseburgh is a Chartered Financial Planner with over 20 years of experience in the financial services sector. He specialises in retirement planning, pension consolidation, and investment management, serving clients across Edinburgh and the Lothians. His client-focused approach prioritises clarity, ethical advice, and long-term financial security.
Questions
What services does Keith Roseburgh Financial offer?
We specialise in financial planning, pension consolidation, investment management, retirement planning, and estate planning, tailored to clients' life stages and goals.
Are you regulated by any financial authorities?
Yes, we are regulated by the Financial Conduct Authority and hold Chartered Financial Planner status, ensuring adherence to rigorous professional standards.
How do you tailor financial advice to individual needs?
We conduct detailed assessments of clients' financial situations, objectives, and risk profiles to create bespoke strategies aligned with their unique circumstances.
Can you assist with consolidating multiple pensions?
Yes, our pension consolidation service simplifies multiple pots into a single plan, optimising returns and reducing administrative complexity for retirement readiness.
What areas do you serve?
We provide services across Edinburgh, Dalkeith, and the Lothians, with a focus on local community financial needs.
Reviews (6)
Dj Dumbles
Jan 23, 2021
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Excellent and helpful advice about my redundancy and retirement. Keith looked to understand my situation and what I wanted to achieve. He did not try to sell me products, rather gave me options and explained how they could support what I wanted to achieve. In the end I felt more confident in making the decisions I needed to make at a time when I was under time pressure from my employer. I would definitely recommend Keith.
Graham McCormick
Dec 24, 2020
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Keith has been great for me in the 3 years I've known and been advised by him, so much so that I have started my retirement run down and will be leaving work next April at 62 1/3rd. Once I retire I won't be paying tax again till I get my State pension at 66!
Neil Mitchard
Nov 28, 2020
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I contacted Keith to assist with an application for further borrowing from my mortgage provider. This was attended to very quickly. The face to face meetings were very conveniently arranged and other communications recieved very prompt replies and actions. It all went very smoothly and I will definitely seek his advice again.
Alistair Rollo
Nov 16, 2020
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Keith has been my adviser for about three years and I have always found his advice clear and easy to understand.He transformed the products I had and he is always available to discuss any problems or worries I. may have
Jim Pettigrew
Oct 21, 2020
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Keith Roseburgh has provided us with comprehensive and reliable advice since my retirement some 20 years ago. In an increasingly volatile and complex financial market I have found his knowledge and friendly advice invaluable.
Billy Thomson
Oct 20, 2020
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I have had great advice and information from Keith Roseburgh. He is very knowledgeable and with his advice Ive made some very good investments. I would recommend Keith .a very nice man and explains everything so you can understand
