At Rowanbank Financial Consultants, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
Why use Rowanbank Financial Consultants?
We are not tied to any high-street bank or building society and can therefore offer truly independent advice.
Simplifying the process
We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.
Easy to understand
We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.
You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.
Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you’ve taken financial advice in the past. Finances often take a low priority for many people because they are complex, but at Rowanbank Financial Consultants our clients appreciate our ability to make the financial advice process both simple and enjoyable.
At Rowanbank Financial Consultants, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:
Identifying your short, medium and long-term financial planning goals
Clarifying precisely what you want from life
Mapping out a route to get you there
Making easy-to-understand product and investment recommendations
Adjusting your plan during significant life changes and at regular reviews
Your home may be repossessed if you do not keep up repayments on your mortgage.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.