My work

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.

With the ever-changing landscape of the financial sector, I understand that accessing high quality and straightforward financial advice can be challenging. However, I strongly believe that the right to affordable, high-quality advice is vital to the financial planning process and I am committed to providing this service to my clients.

My favourite part of my job is seeing my clients’ confidence grow as they begin to understand the options available to them, and the thrill of receiving a call from a new client who has heard good things about me from friends and family. I aim to continue to build a healthy and respected business, where clients are looked after over many years and know that they can count on me to provide explanations and suggestions in a no-nonsense, plain English manner.

Using a Chartered Financial Planner

I am a Chartered Financial Planner.

Working with a Chartered Financial Planner means you are choosing to partner with someone who has made a public commitment to demonstrating their professionalism. Chartered Financial Planners must maintain standards of excellence in qualifications, ethics, business practices and professional development.

 

My philosophy

Everyone should have access to high-quality independent financial advice and planning, which is affordable and delivered in a convenient and comfortable environment.

In the current marketplace, advice and straightforward explanations are needed more than ever. I understand the need to feel looked after – like your independent financial adviser cares about your situation, needs, and circumstances – and that is what sets me apart in the industry.

I am passionate that my customers receive the level of care they deserve. To deliver this, I take the time to ensure that all discussions and advice is delivered in a convenient and comfortable environment.

I believe that even if you have no interest in finance, planning for your future should not be boring. After all, the process of creating a financial plan is a means to an end and will bring you more secure access to your desired lifestyle. I aim to give you the confidence to enjoy your money and your life, simultaneously.

My life

As a 40-something myself, I know first-hand how financial planning needs can change throughout life. Since buying my first record in 1986 – Now That’s What I Call Music 8 – I have had an appreciation for the power of money and the need to plan to buy the things we want and live the lifestyle we aspire to.

I was born in Edinburgh and brought up in Loanhead. I’ve loved living in the area ever since. Why wouldn’t I? With such great scenery and history, there’s nowhere I’d rather be. Between our home here and our holidays at Center Parcs; my wife, four children and I love nothing more than spending time together.

When I am not meeting clients or spending time with my family, I enjoy relaxing with an Indian takeaway and a few cold beers.

Keith Roseburgh Independent Financial Adviser

Hear from the people we work with

VouchedFor is an independent service which allows individuals to review their professional advisers. Keith has been highly recommended by the people we work with; you can read their reviews by clicking the button below.

Reviews and Ratings for Financial adviser Keith Roseburgh, EdinburghsetTimeout(function(){contentLoaded(window, function(e) {vf_get_ratings(“MzQzMzg=”, “vf-prof-34338”)});}, 1500);

 

For your reassurance

As an Independent Financial Adviser (IFA), I am classed as a Registered Individual by the Financial Conduct Authority (FCA).

The links below depart from the regulatory site of Keith Roseburgh. Neither Keith Roseburgh nor Intrinsic is responsible for the accuracy of the information contacted within the linked sites.

All regulated advisers appear on the FCA Register. My entry is available to view by clicking here.

A statement of Professional Standing (SPS) is issued by an FCA appointed accredited body and shows that I have:

  • Applied a code of ethical standards to my work
  • Passed all necessary qualifications to perform my services
  • Completed the appropriate Continuous Professional Development
  • Complied with Statements of Principle and Code of Practice for approved persons (APER)

This is a required document for financial advisers and can be viewed here.

When I retired in May 2015, I approached Keith for guidance on pension planning as I had 5 pension policies that required to be merged into one pot. 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. Tom Dalkeith
An acquisition of capital through inheritance created a need for professional investment advice and management. After creating a suitable plan to suit my desired aspirations and risk level, over the past 18 years, Keith has constantly monitored the portfolio to my entire satisfaction, achieving the programme’s aims. Such conscientiousness and integrity have enabled me to recommend him to others who have been similarly satisfied. Mary Edinburgh
My wife and I were looking to arrange finance for a project. We wanted to know if it was possible to raise finance in the UK to buy a property in Spain. After hours of searching online, we settled on arranging a meeting with Keith. He was knowledgeable, friendly and helpful. Keith was able to recommend not only product which exceeded our budget expectations, but he was also able to put us in touch with a lawyer who could help to make it all happen. We now have our dream home in the sun thanks to Keith, and we have continued to rely on him ever since. Kenny Telfer BSc (Hons) MRICS
Keith has provided his services to me since I retired some years ago. I have much appreciated his knowledge and interpretation of what can sometimes be bewildering financial matters. In particular, his meticulous preparation and delivery of information in a clear and concise manner has been of great benefit in our deliberations. I would have no hesitation in recommending his services. Jim Pettigrew
Reaching the age of 55, I needed help to sort out my pension; I contacted Keith through Unbiased.co.uk for financial advice. Keith then came to see me and guided me in detail about my future, finances, savings, etc. I found Keith very informative. I had pensions in multiple pots, and he explained the best options for me. His knowledge and expertise guided me to make the correct decisions for my future. He dealt with everything with ease. Personally, I could not have done this process without him. He has helped me reduce my debt, increase my savings and I look forward to working with him to reduce my mortgage. Yvonne Scott
We approached Keith because we discovered that our investments were no longer being handled in the way we expected, we had various pensions too and a couple of frozen ones. Keith came up with a plan that suited us both and gave us a bit of cash to spend. His approach was both friendly and professional and took place at our home at a time that was convenient for us, I wouldn’t hesitate to recommend his professional advice and services. Graeme & Laura Ferguson

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