Financial Advisor Edinburgh

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

Private Clients

At RBK Wealth Management, 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

RBK Wealth Management 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.

RBK Wealth Management 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

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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

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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