NEW
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New client consultation
Speaking to an adviser for the first time.
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Contact Roxton Wealth
Let's start with a conversation
Whether you are planning for the future, exploring your options, or simply looking for guidance, we're here to help.
The first step is often the hardest.
We aim to make it feel simple, welcoming, and pressure-free.
How can we help?
Choose the route that fits
You do not need to have all the answers before contacting us. Whatever brings you here, we are happy to have a conversation.
CURR
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Existing client support
For review bookings, admin queries, document updates and ongoing client support.
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INFA
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Individuals & Families
We work with individuals and families every step of the way.
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PRIV
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Private Clients & High Net Worth Individuals
We advise private clients on the full range of financial and mortgage planning,
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HEAL
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NHS Consultants & Healthcare Professionals
Helping NHS consultants, doctors, dentists, pharmacists, surgeons, and healthcare professionals navigate complex financial decisions with confidence and clarity.
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BUS
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Business Owners
Helping turn the success of your business into financial security for your family.
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PROF
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Professional Services Employees
Helping professionals across accounting, consulting, advisory, audit, tax, and professional services sectors create financial clarity and long-term confidence.
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SPORT
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Sports Professionals
We are dedicated to supporting the unique financial requirements of people working within the sports profession.
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Why Roxton Wealth
Advice built around understanding
Our goal is to simply help you feel more confident about your financial future.
About us✓
Personal relationships
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Joined-up financial planning
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Clear communication
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Educational support
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Long-term thinking
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Professional expertise
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Is advice right for you?
A practical guidance block before someone books
Advice tailored to your circumstances.
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Planning a decision
For key moments where advice may help.
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Need clarity
For clients who want structure before acting.
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Complex income or goals
For circumstances that need more than a template.
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Ongoing support
For clients who want advice to evolve over time.
Contact details
Supporting clients across the UK
Roxton Wealth works with clients throughout the United Kingdom through a combination of virtual and in-person meetings. Our flexible approach allows us to provide support wherever you are based.
Phone
02039 172650WhatsApp
+44 7949 690059✓
Do I need to know exactly what service I require?
Not at all. Many clients begin with a conversation and we help identify the areas where advice may be beneficial.
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Is there any obligation after my enquiry?
No. The purpose of an initial conversation is to understand your circumstances and determine whether we can help.
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Can meetings be held remotely?
Yes. We work with clients across the UK through virtual and face-to-face appointments.
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What information should I prepare?
Only what you feel comfortable sharing. Any additional information can be discussed during future conversations if appropriate.
Useful links
Quick routes for common needs
Client Login
Click here →About Roxton Wealth
Click here →Our Fees
Click here →Our Services
Click here →Explore Partnerships
Click here →Complaints information
Complaints
We always aim to provide a high standard of service. However, if you are unhappy with any aspect of our service, you may raise a complaint in writing to: Complaints Officer Rosemount Financial Solutions (IFA) Ltd Rosemount House 2–4 Chequers Road Basingstoke RG21 7PU
EmailComplaints emailcomplaints@rosemountfs.co.uk
TelephoneCall01256 405460
RegulatorComplaints ProceduresA summary of our internal complaints handling procedures is available on request. If your complaint cannot be resolved to your satisfaction, you may be entitled to refer it to the Financial Ombudsman Service:
Website:
www.financial ombudsman.org.uk
Telephone:
0800 023 4567
Ready to start the conversation?
Whether you are planning ahead or facing an immediate financial decision, we are here to help.