Financial Advisor Edinburgh

T: 0131 554 7365 E: enquiry@rowanbank-ltd.co.uk

About Rowanbank Financial Consultants

Rowanbank Financial Consultants is a firm of independent financial advisers specialising in providing advice on pensions, investments, protection, mortgages, and life insurance.

Read More
Our Approach

At Rowanbank Financial Consultants, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Read More
Private Clients

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.

Read More
Corporate Clients

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.

Read More
Our Services

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.

Read More
Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future, or simply creating a secure nest egg for the future.

Read More
Pensions

Planning for your retirement is possibly the most important financial decision you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it.

Read More
Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

Read More
Mortgages

Rowanbank Financial Consultants are committed to finding you the right mortgage that suits your individual requirements and circumstances.

Read More
Insurances

You need to ensure that you and your family remain totally financially secure – whatever happens. At Rowanbank Financial Consultants, we believe that ensuring that you have adequate life, health and income protection is a priority above anything else.

Read More

Planning on a comfortable
financial future takes time.

Setting your goals is the first step to success.

Having goals gives focus and direction. That's where Rowanbank Financial Consultants can help. We are independent financial advisers, which means our duty is solely to you – our client.

Rowanbank Financial Consultants are based in Edinburgh and have been established since 1999. The advice we provide is completely impartial, and our continuous monitoring and research of the financial services market enables us to recommend the most appropriate solutions to your financial needs.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Our Approach

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.

Our Services

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. At Rowanbank Financial Consultants, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Private Clients

Planning for your retirement is possibly the most important financial decision you will ever make. With life expectancy increasing year on year, we are now seeing the potential to spend almost as many years enjoying retirement as we have spent saving for it. Planning for it correctly will provide you with the standard of living you wish after you stop work.

Corporate Clients

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.

Investments may fall as well as rise, and you may not get back the amount originally invested.

Pensions

Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.

Mortgages

Rowanbank Financial Consultants are committed to finding you the right mortgage that suits your individual requirements and circumstances. As your mortgage will be one of the biggest financial commitments you will ever make, we believe it is vitally important to make sure you always have the most appropriate mortgage available. We will also guide and assist you through each step of the home-buying process.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Insurances

You need to ensure that you and your family remain totally financially secure – whatever happens. At Rowanbank Financial Consultants, we believe that ensuring that you have adequate life, health and income protection is a priority above anything else. There are many different types of insurance available to protect your family and lifestyle from events outside your control and we offer advice on the various products available in the market.

How we are paid

During the initial free, no-obligation meeting, Rowanbank Financial Consultants will access your requirements, and you will be given clear information about the type of advice and level of service provided by the adviser and how much it will cost.

Treating Customers Fairly

Rowanbank Financial Consultants is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Rowanbank Financial Consultants have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible advice, service and support.

Financial News

Knowledge Centre

To access our Knowledge Centre, simply register your name and email address below.

Contact Us

Rowanbank Financial Consultants Limited
144 Ferry Road, Edinburgh EH6 4NX

T: 0131 554 7365
F: 0131 554 7403
E: enquiry@rowanbank-ltd.co.uk

Opening hours

Monday – Friday 9am – 5pm

Cookie Policy | Terms & Conditions | Privacy Policy

Rowanbank Financial Consultants Ltd is registered in Scotland no. SC194146. Rowanbank Financial Consultants Ltd is authorised and regulated by the Financial Conduct Authority no. 207491. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Registered address: 144 Ferry Road, Edinburgh EH6 4NX

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

Website Design by Goldmine Media.

Top