Your Home, Your Style, Our Priority
Who We Are
Keith Roseburgh is a Chartered Financial Planner with over 20 years of experience in providing financial guidance and planning to individuals across all stages of life. Based in Edinburgh, Dalkeith, and the Lothians, Keith works with clients to simplify complex financial situations and empower them to achieve their financial goals.
Our Philosophy
Our approach to financial planning is simple: we provide jargon-free, straightforward advice in plain English to help you understand your financial situation and make informed decisions. We believe that financial planning should be accessible and easy to understand, not something only for the wealthy or financially sophisticated.
Who We Work With
We work with people at all stages of life, including:
- 20 & 30 Somethings: Early career professionals navigating financial planning, property aspirations, and early financial goals.
- 40 Somethings: Established professionals optimizing investments, planning for retirement, and addressing family financial needs.
- 50 Somethings: Pre-retired and retired individuals planning for their golden years, managing investments and retirement funds.
- 60 Somethings: Retirees focusing on wealth preservation, estate planning, and ensuring a comfortable and secure retirement.
Our Services
Our services cover a wide range of financial planning aspects, including:
- Retirement Planning: Optimizing pension plans, understanding tax implications, and planning for a comfortable retirement.
- Investment Planning: Managing investments and creating a personalized portfolio to achieve your financial goals.
- Financial Planning & Budgeting: Creating a comprehensive financial plan, including budgeting strategies, debt management, and expense planning.
- Estate Planning: Ensuring your financial assets are protected and distributed according to your wishes.
- Tax Planning: Minimizing tax liability and maximizing your financial potential.
Partnering with a Chartered Financial Planner
Choosing a Chartered Financial Planner ensures you're working with a qualified and experienced professional who has met rigorous industry standards. You can trust us to:
- Provide personalized and tailored advice.
- Deliver clear and concise explanations in plain English.
- Work collaboratively with you to achieve your financial goals.
Get in Touch
To schedule a consultation and discuss your financial needs, contact us today. We look forward to partnering with you on your financial journey!
The reviews highlight the exceptional service and advice provided by Keith Roseburgh. Clients appreciate his understanding of their situations, the clarity of his explanations, and the ease with which he handled their financial matters. Many have praised his help in making informed decisions about retirement, mortgages, and investments, expressing confidence in his professional guidance.
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