Rowanbank Financial Consultants Limited

Independent Financial Adviser  144 Ferry Road, Edinburgh, EH6 4NX
First meeting at adviser's own cost
Based in Edinburgh, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Mr Dean Ballingall
What our clients say
I thought I had left it too late to save for retirement, but Rowanbank Financial Consultants Limited reassured me that there are still steps I can take to make my twilight years more comfortable! They monitor my works pensions and have advised on an additional fund I can pay into that will help top up what I receive when I retire. I would recommend everyone seek the same kind of advice, preferably from Rowanbank Financial Consultants Limited!
Jake Johnson, Edinburgh
The great thing about Rowanbank Financial Consultants Limited is that I know they are always there at the end of the phone if I have queries about my investment portfolio or finances in general. I get the impression my money is as important to them as it is to me! Good to have them on my side, thanks to the team.
Debbie Rumo, Edinburgh
About us

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?

Best advice
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.

Relationships
You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.

Our services

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

Where to find us
Head office address: 144 Ferry Road, Edinburgh, EH6 4NX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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