Our Services

We’re here when you’re ready

At Roxton Wealth, we provide financial, and mortgage advice designed to support you through every stage of life. Our approach is holistic, practical, and focused on helping you make confident, informed decisions, whether you’re planning for the short term or building long term security.

Our services are structured around three core areas, working together to give you clarity and continuity as your circumstances evolve.

Portfolio

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Mortgages

Buying or refinancing a property is one of the most significant financial decisions most people will make. Our mortgage advice is tailored to your circumstances, income structure, and future plans.

We advise on a wide range of mortgage solutions, including first time buyer purchases, remortgaging, buy to let, and more complex lending scenarios. Advice is clear, structured, and explained in plain language, so you understand not just what you can do but why.

Financial Planning

Financial planning is about creating structure and direction for your money, aligned with your goals, values, and lifestyle.

We help clients plan for the future with confidence, whether that means building long term wealth, preparing for retirement, or simply gaining a clearer understanding of where they stand financially. Advice is personalised, paced to your needs, and designed to evolve as your life changes.

Because you can enjoy life today and plan for tomorrow you don’t need to abandon today to plan for tomorrow.  

Protection

Protection advice focuses on safeguarding what matters most your income, your family, and your financial stability.

We provide advice on a range of protection solutions, including life cover, critical illness cover, and income protection, ensuring you understand the role each policy plays and how it fits within your wider financial plan. The aim is not to over insure, but to put the right protection in place for your circumstances.

Testimonials

Who We’re Interested In

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We’re interested in people who are:
  • Technically strong and detail oriented
  • Comfortable working in regulated or complex environments
  • Curious about how finance, technology, and regulation intersect
  • Able to think independently and take ownership
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John Carter
New York, NY
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Backgrounds may include:
  • Software engineering
  • Financial engineering or quantitative disciplines
  • Data and analytics
  • Product or systems design in regulated sectors
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John Carter
New York, NY
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Testimonials

A Joined-Up Approach is what sets us apart

While each service can be accessed individually, our advice is designed to work together. Mortgages, financial planning, and protection are not treated in isolation, but as connected parts of your overall financial picture.

This joined up approach helps ensure decisions made today continue to support your goals in the future.

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Let’s work together today for a better tomorrow

If you’d like to explore how we work or which service is right for you, we’re always happy
to start with a conversation.

We’re interested in people who are:
  • Software and systems engineering
  • Financial modelling and analytics
  • Product and platform development
  • Regulatory technology and compliance systems