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  7. Roxborough Wealth Management & Mortgages

Roxborough Wealth Management & Mortgages

Independent Financial Adviser  Bewley House, Park Rd, Esher, Esher, KT10 8NP
First meeting at adviser's own cost
We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
We can advise you on
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Annuity purchase
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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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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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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
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FCA authorised
Last authorised 18th January 2021
Meet our advisers
Sam Pemberton
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
Sam is fantastic at what he does, he is extremely personable, knowledgeable and keeps you informed at every step. I would not hesitate to recommend him.
Holly S, London
Sam Pemberton, a tireless and driven individual who prides himself on delivering the best financial advice for his array of longstanding clients. A top quality and ever so reliable service, always with a big smile. Keep up the great work Sam.
Andrew C, London
I have been a Client of Sam's for a couple of very difficult property moves but his service has been second to none. He has gone above and beyond on both occasions to make sure the two acquisitions go as smoothly as possible. His knowledge of not just the products available but what would be best suited to an individual means that I would recommend him to anyone requiring a similar service.
Daniel G, London
About us

Roxborough Financial Services plc was formed back in 1986 as a firm of independent financial advisers in the City of London. This coincided with the Financial Services Act which determined that financial advisory firms had to either be totally independent or tied to a product provider. Roxborough has always been an independent adviser.

Working from prestigious offices in Esher, Surrey our client base has been built on recommendations from individuals and business professionals over many years which continues to be a major source of new clients. Today, Roxborough is one of the most trusted groups of wealth and financial management specialists operating in the South of England.

Roxborough employs specialists in all the necessary areas of wealth management, tax planning, all aspects of life assurance and protection, along with estate planning and inheritance tax mitigation. We also advise on both the accumulation and de-accumulation of wealth.

We specialise in arranging secured loans for clients. Whether you are capital raising, buying an investment or holiday home, re-mortgaging or simply trading up we can help you.

For your free consultation please do get in touch.

Our services

We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke. Wealth solutions and propositions have proliferated – both pensions and non-pension solutions. Tax continues to be complex. Our 5 star Google reviews from clients says it all. We have many mortgage related clients, extremely happy with the service they have received. We have protected the wealth of our estate planning clients, and our investment clients are frequently pleasantly surprised with the returns they receive on their investment portfolios and pension funds.

Where to find us
Head office address: Bewley House, Park Rd, Esher, Esher, KT10 8NP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
check
FCA authorised
Last authorised 18th January 2021

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