Rowanbank Financial Consultants

Who We Are

At Rowanbank Financial Consultants, we are a firm of independent financial advisors based in Edinburgh, with over two decades of experience in providing expert financial guidance to our clients. Our team of dedicated professionals is committed to delivering high-quality, personalized financial planning services, tailored to meet the unique needs and goals of our clients.

Our Approach

At Rowanbank Financial Consultants, we take the time to understand your individual circumstances, values, and aspirations before providing advice. We work closely with you to gain a deep understanding of your financial goals and objectives, ensuring that our guidance is tailored to your specific needs. We work closely with other professionals, such as accountants and solicitors, to deliver a seamless and integrated service.

Our Services

At Rowanbank Financial Consultants, we offer a comprehensive range of financial planning services, designed to help you achieve your long-term financial goals. Our expertise includes:

Investments

Whether you're saving for a specific goal or simply seeking to grow your wealth, we provide personalized investment strategies to help you achieve your financial objectives. Our expert analysis of the financial markets and innovative investment products enables us to recommend the most appropriate investment solutions for your unique circumstances.

Pensions

Planning for your retirement is perhaps the most critical financial decision you'll ever make. With life expectancy increasing, we help you plan for a comfortable retirement, ensuring that you have the financial freedom to enjoy your golden years to the fullest.

Protection

Wealth and personal protection are essential to secure your future and that of your loved ones in the event of an unexpected life event. Our expertise in insurance solutions helps you protect your wealth, income, and lifestyle from unexpected events.

Mortgages

At Rowanbank Financial Consultants, we are committed to finding the right mortgage solution for your individual circumstances. As your mortgage will be one of the biggest financial commitments you'll ever make, we ensure that you have access to the most suitable mortgage available, guiding you through each step of the home-buying process.

Insurances

At Rowanbank Financial Consultants, we believe that ensuring your financial security is paramount. We offer expert advice on the various insurance products available in the market, helping you protect your family and lifestyle from events outside your control.

How We Are Paid

During our initial free, no-obligation meeting, we will assess your requirements and provide clear information about the type of advice and level of service provided by our adviser and how much it will cost.

Expertise and Experience

With over two decades of experience in the financial services industry, our team of experts is committed to providing personalized guidance and exceptional service. We maintain a continuous monitoring and research of the financial services market, ensuring that our clients have access to the latest products and innovations.

At Rowanbank Financial Consultants, our goal is to provide expert financial guidance, tailored to your individual needs and goals. We are committed to delivering exceptional service and are dedicated to helping you achieve your long-term financial objectives.