Financial Advisor Edinburgh

T: 0131 287 2200 E: enquiry@rbkwealth.co.uk

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.

Our Services

Since the very beginning, RBK Wealth Management has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.

At RBK Wealth Management, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Our core values ensure we act with the utmost degree of integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business. By using RBK Wealth Management, you can be sure that your collective financial needs can be regularly reviewed and discussed, if required, in an ever-changing financial climate.

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.

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. Planning for it correctly will provide you with the standard of living you wish after you stop work.

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

RBK Wealth Management 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.

Insurances

You need to ensure that you and your family remain totally financially secure – whatever happens. At RBK Wealth Management, 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.

Financial News

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Contact Us

RBK Wealth Management
Upper Cottage, Royal Burgess,
181b Whitehouse Road,
Edinburgh, EH4 6BU

T: 0131 287 2200
E: enquiry@rbkwealth.co.uk

Opening hours

Monday – Friday 9am – 5pm

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RBK Wealth Management is a trading style of Rowanbank Financial Consultants Limited, registered in Scotland No. SC1914146 at 9 Ainslie Place, Edinburgh EH3 6AT. Rowanbank Financial Consultants Limited is authorised and regulated by the Financial Conduct Authority No. 207491.

Registered address: 9 Ainslie Place, Edinburgh EH3 6AT

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.

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