Keith Roseburgh Financial
Financial planning for people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy to let
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Savings for children
School fees planning
Income protection insurance
Last authorised 15th January 2020
Meet our advisers
Keith Roseburgh MLIBF DipFa Cemap
Independent Financial Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
DipFA - Diploma for Financial Advisers (LIBF)
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
What our clients say
An acquisition of capital through an inheritance created a need for professional investment advice and management. After creating a suitable plan to suit my desired aspirations and risk level, over the past 18 years, Keith has constantly monitored the portfolio to my entire satisfaction, achieving the programme’s aims. Such conscientiousness and integrity have enabled me to recommend him to others who have been similarly satisfied.
My wife and I were looking to arrange finance for a project. We wanted to know if it was possible to raise finance in the UK to buy a property in Spain. After hours of searching online, we settled on arranging a meeting with Keith. He was knowledgeable, friendly and helpful. Keith was able to recommend not only product which exceeded our budget expectations, but he was also able to put us in touch with a lawyer who could help to make it all happen. We now have our dream home in the sun thanks to Keith, and we have continued to rely on him ever since.
When I retired in May 2015, I approached Keith for guidance on pension planning as I had five pension policies that required to be merged into one pot. Keith gave good, clear and sensible advice in a professional and friendly manner; this was just what I needed to ensure that I had my future and that of my family safeguarded.
Keith has provided his services to me since I retired some years ago. I have much appreciated his knowledge and interpretation of what can sometimes be bewildering financial matters. In particular, his meticulous preparation and delivery of information in a clear and concise manner has been of great benefit in our deliberations. I would have no hesitation in recommending his services.
Reaching the age of 55, I needed help to sort out my pension; I contacted Keith through <url hidden> for financial advice. Keith then came to see me and guided me in detail about my future, finances, savings, etc. I found Keith very informative. I had pensions in multiple pots, and he explained the best options for me. His knowledge and expertise guided me to make the correct decisions for my future. He dealt with everything with ease. Personally, I could not have done this process without him. He has helped me reduce my debt, increase my savings and I look forward to working with him to reduce my mortgage.
I am an Independent Financial Adviser working with clients in Edinburgh, Dalkeith and the Lothians.
If you are in your:
*20s & 30s, I can help you get onto the housing ladder, or move home, and plan for the future while living for today.
*40s, I can help you buy the right home for your family, while saving for the future and planning for your retirement.
*50s, I can help you with retirement and pensions, while dealing with the day to day issues you will no doubt face.
*60s, I can help you find the most appropriate way to turn pensions into income, improve returns on savings and investments, while considering the ideal way to distribute your assets after your death and reduce the amount of Inheritance Tax (IHT) that will be paid.
Born in Edinburgh and now living in Dalkeith I am an Independent Financial Adviser (IFA)
I passionately believe that everyone should have access to high-quality independent financial advice and planning, which is affordable and delivered in a convenient and comfortable environment.
If you have a financial problem, challenge or issue, I’m here to help you.
Spending quality time with clients is very important.
My main goal is to ensure my clients financial goals are fully explored and they understand how to achieve them.
I have worked in Financial Services now for 22 years and understand the importance of ensuring my clients are well looked after.
I firmly believe that people need advice more than ever with such a confusing market place and with banks no longer offering the required level of service. I am passionate that my clients receive the level of care they deserve.
Where to find us
33 Thornyhall, Dalkeith, Midlothian, EH22 2ND
Minimum wealth (income/assets)
Minimum mortgage value
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