Roxborough Wealth Management & Mortgages
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
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.
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.
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FREEpension health check+ £50 off the
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FREEmortgage review+ £50 off the
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FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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