Roxburgh Financial Management

Reviews, get directions and contact details for Roxburgh Financial Management

"Roxburgh Financial Management is a fully holistic Financial Advisory business – this is core to our approach. We provide advice to both individuals and companies on all aspects of financial planning. We look long term to fully understanding our clients’ needs, wants and aspirations and then prioritising objectives for their planning. We offer advice on Wealth Management, Mortgages and Protection for individuals and businesses."

Address: The Meads Business Centre, 19 Kingsmead, Farnborough GU14 7SR, UK

Phone: 0845 434 9505

Website

State: Hampshire

City: Farnborough

Zip Code: GU14 7SR

opening times

Monday: 9:30 AM – 6:30 PM
Tuesday: 9:30 AM – 6:30 PM
Wednesday: 9:30 AM – 6:30 PM
Thursday: 9:30 AM – 6:30 PM
Friday: 9:30 AM – 6:30 PM
Saturday: Closed
Sunday: Closed

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Reviews

Gary Webb has personally been helping me over the past few years with income protection insurance throughout my different transitions of being employed and self employed. Gary has a professional but friendly demeanour  and is very knowledgeable with all the information he provides and can answer any questions or concerns truthfully and promptly. Whilst communicating with Gary I find he responds with hast, he’s always willing to help and can’t do enough for you as a customer and through previous communications he always puts me at ease. I can’t recommend Gary enough, he has helped me throughout and always checks to ensure I am happy with my policy and service.

My mother in law recommended I look into some cover for my income, as well as life cover. She was very well looked after by Garry at Roxburgh and referred me.  The support and knowledge that Garry has offered has been absolutely amazing, he has answered all of my questions and put things into terms that were easy to understand.  I have signed up to the plan and am very happy! Thank you Garry, 10/10 can't recommend enough!

I have just completed a piece of work with Roxburgh and want to call out the services of Garry Webb particularly. Having recently set up a business, I needed to create some unique and detailed insurance coverage and Garry patiently worked with me to ensure  that I both understood this thoroughly, as well understood other options available to me and went well above and above in a calm and customer driven way. I can thoroughly recommend both Garry and Roxburgh.

I first came across Roxburgh when looking for life insurance, and have been dealing with Garry Webb ever since. Over the last 4 years of our conversations, Garry has been able to guide me through the various policies that I have asked questions about, and offered guidance on how to appropriately assess the levels of cover that are most suitable for my situation now and in the future. Our regular calls to check that everything is running smoothly, are incredibly reassuring. I was so impressed with Garry and Roxburgh, that I opted to use them for some policies for the company that I work for, to complement the benefits that employees already had. Again Garry and the Roxburgh team made that process really simple and transparent. If you are looking for a Financial Advisor that offers nice clean, straightforward advice, then Garry is the man to speak to.

I have been dealing with Gary at Roxburgh for several years now, Gary has always stayed in touch annually to review any policies I have in place to make sure they are still suitable. Recently Gary helped us save some money and improve our policy plans aswell as offering free advice and assistance with legal documents. I would highly recommend Roxburgh to anyone looking for assistance with all types of financial management.

We have dealt with Roxburgh Financial Management for the past 5 years who look after our financial affairs. As a family, we are regularly contacted by Garry Webb, Senior Protection Consultant who deals with all our Life Insurance/ Critical Illness and Income Protection policies. Garry has a thorough understanding of the protection our family needs and always goes above and beyond organising the most suitable policies for such needs. I have had to change employment recently with a decline in income which has been a worrying time for me. Garry has been very reassuring as well as empathetic when discussing my protection needs. This is the approach a client needs when you have such financial worries that go with this change in circumstances. Every year, Roxburgh Financial Management exceeds expectations. I am always grateful to Garry and his team for their continued professionalism and holistic support. Fantastic company to work with.

I have used Roxburgh for a number of years and have always been impressed by their professional and diligent service. My adviser Garry Webb has helped me a lot and been very patient with me enabling me to get th best income protection and life cover to suit my needs.

Garry Webb has helped us with Cross Option and Life insurance.   I've been seriously impressed with his service, he has explained all the options clearly and displayed extraordinary patience throughout our many changes and amendments.   Thanks for you help Garry

I dealt with Jaid Wiltshire on behalf of Roxburgh Financial Management. I needed assistance to cover me as the owner of my consultancy company for the eventualities you can never be prepeared enough for. Jaid explained professionally the products available and what they are for and as a result I am now a multiple policy holder. The latest product I bought is an executive income protection plan. I found Jaid very professional, caring and patient. He kept me posted throughout the process even if it had to be done out of hours. I would highly recommend Jaid and his company to anyone who needs professional insurance advice and comprehensive range of products.

I was advised by Jaid W. from Roxburgh Financial Management who delivered an exceptional service. The advice and service I have received throughout the process was professional and has shown me the importance of opting for a company that does it's job well. I I felt understood and was also able to increase my knowledge in regards to finances as well. Thank you very much again.

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Roxburgh Financial Management

Reviews, get directions and contact details for Roxburgh Financial Management

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