Rowanbank Financial Consultants is a firm of independent financial advisers specialising in providing advice on pensions, investments, protection, mortgages, and life insurance. At Rowanbank Financial Consultants, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
At Rowanbank Financial Consultants, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds. If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.
At Rowanbank Financial Consultants, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds. If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.
Services
Rowanbank Financial Consultants is a firm of independent financial advisers specialising in providing advice on pensions, investments, protection, and mortgages. We've been helping clients navigate complex financial markets since 1999, and from those very early days our business has evolved primarily through client recommendations.
At Rowanbank Financial Consultants, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Since the very beginning, Rowanbank Financial Consultants has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
A financial advisor in Edinburgh can be sought for many different purposes. As the name suggests, they advise people who are interested in securing a financial product of some kind. They can assist with tax and financial planning, investments, annuities, pensions, insurance and, of course, mortgages.
At Rowanbank Financial Consultants, we provide comprehensive financial planning services for private clients, whether they are saving for their first property or taking drawdown from their retirement funds. Rowanbank Financial Consultants is not tied to any provider of financial products; we have access to the whole market and deliver a truly independent, unbiased and ethical advice service.
Reviews (7)
Jake Johnson
Nov 18, 2017
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I thought I had left it too late to save for retirement, but Rowanbank Financial Consultants Limited reassured me that there are still steps I can take to make my twilight years more comfortable! They monitor my works pensions and have advised on an additional fund I can pay into that will help top up what I receive when I retire. I would recommend everyone seek the same kind of advice, preferably from Rowanbank Financial Consultants Limited!
Debbie Rumo
Jun 12, 2017
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The great thing about Rowanbank Financial Consultants Limited is that I know they are always there at the end of the phone if I have queries about my investment portfolio or finances in general. I get the impression my money is as important to them as it is to me! Good to have them on my side, thanks to the team.
Corina Pfeiffer
Nov 07, 2015
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I met both Amy and Graham for an initial chat about my pension and they were very helpful and answered all my questions. The initial consultation is free of charge and lets you decide if the service is right for you before committing. I will keep Rowanbank in mind for future and current financial decisions and advice and I would highly recommend them.
Richard Price
Nov 07, 2015
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Andy Gilhooly
Oct 25, 2015
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David West
Jul 31, 2014
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Pete Wood
Jul 15, 2014
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I contacted Rowanbank as I have a pension plan that needed to be reviewed. I was put in touch with Andrew Flockhart. Andrew was very knowledgeable and extremely helpful in all aspects of my pension needs. I highly recommend this company for their customer service, knowledge of their profession and the great advice from their representative Andrew Flockhart.
