Keith Roseburgh

Everyone should have access to high-quality independent financial advice and planning, which is affordable and delivered in a convenient and comfortable environment. I work with a range of people including: • 20 & 30-somethings – Buying your first home, moving up the property ladder, while securing your family’s financial future are all things I can help with. • 40-somethings - 40 is the new 30! I’ll help you strike the balance between meeting your day-to-day living expenses, all while planning for your future. • 50-somethings – I’ll help you plan for the retirement you want to have with a straightforward approach which will help you to make informed decisions. • 60-somethings – With a focus on your wellbeing and comfort, I’ll help you to keep your finances in order for you and your family. In the current marketplace, advice and straightforward explanations are needed more than ever. I understand the need to feel looked after – to have a financial adviser who cares about your situation, needs, and circumstances – and that is what sets me apart in the profession. I am passionate that my clients receive the level of care they deserve. To deliver this, I take the time to ensure that all discussions and advice is delivered in a way that suits you. I believe that even if you have no interest in finance, planning for your future should not be boring. After all, the process of creating a financial plan is a means to an end and will bring you more secure access to your desired lifestyle. I aim to give you the confidence to enjoy your money and your life, simultaneously. A favourite part of my job is seeing my clients’ confidence grow as they begin to understand the options available to them. During the coronavirus crisis, I am available to current and new clients via telephone and videoconference. This means that during this difficult period you are able to benefit from the same high quality service, without having to wait until it is possible to arrange a face to face meeting.