About Keith Roseburgh Financial

I'm a Chartered Financial Planner working with people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.
I'm a Chartered Financial Planner working with clients in Edinburgh, Dalkeith and the Lothians. If you are in your:*20s & 30s, I can help you get onto the housing ladder, or move home, and plan for the future while living for today. *40s, I can help you buy the right home for your family, while saving for the future and planning for your retirement. *50s, I can help you with retirement and pensions, while dealing with the day to day issues you will no doubt face. *60s, I can help you find the most appropriate way to turn pensions into income, improve returns on savings and investments, while considering the ideal way to distribute your assets after your death and reduce the amount of Inheritance Tax (IHT) that will be paid.Born in Edinburgh and now living in Dalkeith I am an Independent Financial Adviser (IFA) I passionately believe that everyone should have access to high-quality independent financial advice and planning, which is affordable and delivered in a convenient and comfortable environment.If you have a financial problem, challenge or issue, I’m here to help you.
Pensions & retirement: