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Edinburgh EH6

About Rowanbank Financial Consultants Limited

Based in Edinburgh, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options.
At Rowanbank Financial Consultants, we make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We will work closely with other professionals, such as accountants and solicitors, to deliver a seamless service to you.Why use Rowanbank Financial Consultants?Best adviceWe are not tied to any high-street bank or building society and can therefore offer truly independent advice.Simplifying the processWe do business in a way and at a time that suits you – in other words, we remove all the hassle for you.Easy to understandWe listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.RelationshipsYou will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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