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Roxburgh Financial Management

Farnborough, Hampshire

(26)
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About

Roxburgh Financial Management is a fully holistic advice business – this is core to our approach. We provide advice to both individuals and companies on all aspects of financial planning, through a long-term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.

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Reviews (26)

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5/5

26 customer reviews

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30 July 2022

Great experience- advice is tailored to my circumstances and risk appetite. Always responsive whatever the nature of the query. Personable and professional.

22 June 2022

After all the head ache with total sports James has been a pleasure to deal with he's gone out his way to sort all my needs out can't recommend or thank him enough 👍🤙

28 October 2021

I can say that Chris is highly recommend. He is efficient, thorough, considerate and accommodating throughout the process.
I would definitely use him again and recommend him highly
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28 June 2021

Have dealt with Garry Webb he has been very helpful with sorting out my life insurance, and assisting us with what my husband already had in place. Very thorough, knowledge and friendly. Would definitely recommend for anyone needing advice, support or assistance with life insurance and also putting them into trust. Thanks Garry More...

25 January 2021

We have just switched mortgage providers using Lisa Parmley fantastic skills. This was the first time of switching in 18 years and she made it so easy and got us an excellent rate 😊 We have no hesitation in recommending Lisa and we will be using her knowledge and skills again!

3 December 2020

I have had the pleasure of dealing with Garry Webb for a few of my policies over the years. He has always been very helpful and informative of my needs. I will certainly use Roxburgh for any future needs and would recommend them without hesitation. Very professional. More...

14 August 2020

Excellent service and Lisa was excellent ,couldn’t ask for more

8 July 2020

Garry has provided me and my family excellent advice to securing the needs I require financially for myself and family. The best options and choices was offered to consider by Garry and found this helpful as all the searches was done by him. To a novice (me) this was important as I wouldn't know where to start! I would highly recommend his services to anyone as everything is clearly explained to a level I understood.. Thankyou Garry that's an achievement in its self..... More...

24 June 2020

We were looking to release some money from our property, and Lisa Parmley was recommended to us.
We found her very friendly, personable, informative and nothing was too much trouble.
Very happy with her service and would recommend her to anyone else.
Got us a great rate too.
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9 January 2020

We have just renewed our mortgage with Lisa Parmley, wow wish we had done it earlier. Lisa was excellent, helpful, professional and nothing too much trouble, and the best bit got us a great rate and saved us a lot of money. Highly recommended.

24 December 2019

I recently signed up for 2 great life insurance products with the help of Andrew Ward at Roxburgh Financial Management. Andrew was amazing from start to finish clearly listening to my needs based on my position and building a package that secured my family's future. I had no idea there were so many different products that catered to different peoples needs and positions. More...

Reviewed on Google Maps

17 December 2019

We recently had our residential mortgage reviewed by Lisa Parmley. Could not fault her service. Very knowledgable and easy to communicate with. Sorted us a great 5year fix. We will definitely be using her again when our BTL’s come due. More...

Reviewed on Google Maps

10 December 2019

We found roxbrough on the Internet we hadnt heard of the company before, we decided to use there morgage broker, the service we received was amazing everything was explained in a way that we could understand nothing was too much trouble, always rang back when they wasnt able to take your call, i would recommended there services i will not go anywhere else, roxbrough amazing company

Reviewed on Google Maps

10 December 2019

By some margin the best company I have dealt with, perfect service, quality advice and competitive pricing. They’ve sorted my illness cover, life insurance, health insurance and pension. Thanks guys.

Reviewed on Google Maps

10 December 2019

Very helpful, definitely recommend

Reviewed on Google Maps

10 December 2019

Excellent service. It took very little time to go through remortgaging process. Saved us £££. Well done.

Reviewed on Google Maps

3 December 2019

Charlotte, Luke and George have been very helpful in finding a mortgage for me and also looking into the many various insurance options for me to consider. They were available for me to contact whenever required and provided me with regular updates on progress. I would highly recommend Roxburgh to anyone looking for financial advice. More...

Reviewed on Google Maps

3 December 2019

Franky Green and her team are outstanding advisers, they are tireless in searching for the right options for you and are expert in ensuring you receive the right solutions and service. I can not recommend her and the team enough. More...

Reviewed on Google Maps

30 November 2019

Charlotte and Luke have been absolutely fantastic over the last few months supporting me getting a mortgage. They were always available to talk, gave me great advice and helped me secure my mortgage. I would highly recommend Roxburgh to anyone looking for financial advice. More...

Reviewed on Google Maps

30 November 2019

I found Roxburgh on the internet, what a fantastic job they did. They helped arrange the purchase of my house, organising a solicitor and they took care of all my insurance needs. They kept me updated every step of the way. I can't praise them enough. I would highly recommend them and will be using them again in the future. Well done Franky Green and George Cutts More...

Reviewed on Google Maps

30 November 2019

I would highly recommend Roxburgh Financial Management to assist you with all of your financial needs. Prior to working with Roxburgh we unfortunately had a company where it became apparent that they had made errors in organising our Critical illness and Life cover Insurance to run in conjunction with our mortgage. It was a worrying time for us as a family when we found this out.We then contacted Roxburgh and their Independent Financial Advisor Garry Webb has since taken much time and effort to help us and eventually get us out of the mess that we were left in. We now feel secure knowing that Garry has organised adequate Life cover/ Critical illness, and Income protection cover to suit our family needs. I could not wish for better service from this company and have been fully updated during every step of arranging our Insurances. The team, especially Garry are very approachable and take the time talking to you to ensure they get the correct Insurance cover for you.I will not be using any other company to deal with my financial requirements again. More...

Reviewed on Google Maps

30 November 2019

After previous brokers failed to find us a lender we turned to Roxburgh who with the help and expertise of Frankie Green who worked effortlessly on our case to find us a lender who would except the clauses on our Purchase-to-buy scheme. And even going as far as to advise my accountant on changing the way my Ltd company was set up in order for me to comfortably meet affordability.We would definitely recommend using Roxburgh financial management to anyone including friends & family and look forward to using them going forward.We thank Frankie especially for her time and patience in this stressful time as we were first time buyers she advised us and talked us through our options and was always willing to answer any questions we had via email or phone. Highly recommended! More...

Reviewed on Google Maps

26 November 2019

As I turned age 55 a couple of years ago I decided it was time to plan my retirement and chose Roxburgh as my local financial adviser Rob McMurrich and later Charlotte Ward, listened to my needs, wants, and ideals for my future. I listened to the advice. Roxburgh helped move all of my pensions to one fund, helped with settlement of my mortgage and unfortunately as I have recently found myself in ill health they helped find and set up my annuity pension. They have always kept in regular contact with me. They have been very compassionate regarding my medical condition and should anyone require honest advice please don't hesitate to contact them. It will cost money, but they will be upfront regarding this. More...

Reviewed on Google Maps

23 November 2019

Three years ago, when it was getting near the time for me to retire, I decided that I wanted financial advice on my pension and find out what the best options were for me. I chose Roxburgh Financial Management and have never regretted it. Rob McMurrich was very friendly, listened carefully to what I wanted, then went through the various options with me, explaining the implications of each, then recommended which approach he thought would be best for both me and my family. I have always appreciated his good advice, and Rob and Charlotte have continued to support both me and my wife when she also retired earlier this year.I would definitely recommend Roxburgh to anyone looking for sound professional financial advice. More...

Reviewed on Google Maps

21 November 2019

Dealt with Luke for 2 Buy to Let mortgages now and he is excellent, finds the best deals, transparent and always available. So pleased to have found him.Thanks Luke More...

Reviewed on Google Maps

29 March 2019

I have been dealing with Roxburgh Financial Management for a few years now, I have used others company’s before but the team Roxburgh is the best around. Gary, Luke and George know what they are doing and get the best deals and are there for you every step of the way.I will be recommending them to all my family and friends. More...

Reviewed on Google Maps

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Giving clients peace of mind and taking away worries