Welcome to Roebuck Wealth
About Roebuck Wealth
We specialise in Lump Sum Investments, Savings, Wealth Management, Pensions & Retirement Planning.
For nearly 30 years, we have worked with individuals, families, businesses and institutions - to deliver services and solutions that help build, protect and manage wealth.
We are dedicated to helping British Expatriates, Invest, Grow and Protect their wealth better than any other.
Our wealth managers offer free consultations to all their clients in order to present solutions on all aspects of financial planning and Wealth Management for medium and long term investment, pensions and savings in the most tax efficient and cost effective manner.
Independence and transparency is the key to what we offer. We are able to select services and products from leading managers, investment houses, banks and insurance companies in order to give impartial and bespoke solutions to each and every client.
We are a traditional company and offer one to one, face to face individual reports in writing. We do not cold call or transact business over the internet.
What Our Clients Say
Our Adviser is very knowledgeable, Has a pleasant, friendly personality and provides a very professional service. We are looking forward to a long, happy association with him.
We are happy with the service you have given us. We had some frozen pensions and needed some advice. Our adviser was very clear in his explanations and did everything he promised. We have already recommended him to our friends.
Your financial adviser is experienced and well qualified, as can be testified. He is not intrusive with his advice and listens carefully before suggesting how we could proceed. His attention to detail is most impressive and generates confidence.
Alfaz del Pi