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.

Private Clients

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.

We will work closely and empathetically on your terms and at your pace – not ours. After all, it takes time to develop a trust-based relationship. However, once that bond develops, we find that our clients stay working with us for many years.

Rowanbank Financial Consultants offers advice to private clients on a whole range of financial services including the following:

  • Saving and investment strategies
  • Pension planning
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • Mortgages
  • Estate planning

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

The Financial Conduct Authority does not regulate Tax or Estate Planning.

Financial News

Knowledge Centre

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You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Contact Us

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

T: 0131 554 7365
F: 0131 554 7403

Opening hours

Monday – Friday 9am – 5pm