Keith Roseburgh is a Chartered Financial Planner, which means he has committed to delivering the highest standards of professionalism. Keith works with people at every stage of life. From those in their 20s and 30s who are buying a property to those in their 50s and 60s who are planning or enjoying their retirement.
Keith gave good, clear and sensible advice in a professional and friendly manner; this was just what I needed to ensure that I had my future and that of my family safeguarded. An acquisition of capital through inheritance created a need for professional investment advice and management.
Keith gave good, clear and sensible advice in a professional and friendly manner; this was just what I needed to ensure that I had my future and that of my family safeguarded. An acquisition of capital through inheritance created a need for professional investment advice and management.
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We don't believe financial planning should be something that's only available to the wealthy. We know that financial planning can benefit everyone, no matter what stage they are at in life. Why? Because we see how it has benefited our clients. That's why we tailor our service to your specific circumstances.
I joined the Bank of Scotland after leaving school and remained with the organisation for 22 years. I began working as a financial adviser after five years and spent 17 years advising clients across the Lothians on matters of personal finance, including accessing credit, planning for retirement and optimising savings to get the best returns.
Reviews (11)
Dj Dumbles
Jan 23, 2021
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Excellent and helpful advice about my redundancy and retirement. Keith looked to understand my situation and what I wanted to achieve. He did not try to sell me products, rather gave me options and explained how they could support what I wanted to achieve. In the end I felt more confident in making the decisions I needed to make at a time when I was under time pressure from my employer. I would definitely recommend Keith.
Graham McCormick
Dec 24, 2020
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Neil Mitchard
Nov 28, 2020
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I contacted Keith to assist with an application for further borrowing from my mortgage provider. This was attended to very quickly. The face to face meetings were very conveniently arranged and other communications recieved very prompt replies and actions. It all went very smoothly and I will definitely seek his advice again.
Alistair Rollo
Nov 16, 2020
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Jim Pettigrew
Oct 21, 2020
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Billy Thomson
Oct 20, 2020
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Christine Cherrie
Sep 09, 2020
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Frances Chapman
Sep 09, 2020
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Dougie Docking
Sep 01, 2020
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James McBride
Jun 23, 2020
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We started with Keith last year. I had recently just turned 55 and needed advice on my pension options.
Thankfully Keith steered us down the right path with thorough and detailed information, we were delighted with his straight forward no nonsense approach, Keith was meticulous in his efforts to provide professional financial advice.
Certainly no issue with recommending Keith to anyone 🧐👍
Thankfully Keith steered us down the right path with thorough and detailed information, we were delighted with his straight forward no nonsense approach, Keith was meticulous in his efforts to provide professional financial advice.
Certainly no issue with recommending Keith to anyone 🧐👍
Liam Cairns
Dec 24, 2014
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