Keith Roseburgh Financial

Keith Roseburgh Financial Financial planning for every stage of life in Edinburgh, Dalkeith and the Lothians.

I give my clients an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

Mistakes, financial or otherwise, are a part of life, and it's normal to make them from time to time.But holding onto mi...
02/06/2026

Mistakes, financial or otherwise, are a part of life, and it's normal to make them from time to time.

But holding onto mistakes and letting them dictate the decisions you make now could cause problems.

For example, feeling embarrassed about a financial mistake could lead you to avoid engaging with your finances for fear of repeating it.

If financial mistakes are affecting your confidence, click the link below to discover 5 ways to emotionally recover.

https://keithroseburgh.co.uk/5-ways-to-emotionally-recover-from-past-financial-mistakes/

7 timeless financial planning lessons you can discover in classic Greek Myths:1. Ariadne: A safety net is important2. Ac...
26/05/2026

7 timeless financial planning lessons you can discover in classic Greek Myths:

1. Ariadne: A safety net is important
2. Achilles: Understand your weaknesses
3. King Midas: Wealth alone won’t bring you happiness
4. The Trojan Horse: Be aware of hidden risks and costs
5. Odysseus: Adapt your plan to weather the unexpected
6. Orpheus and Eurydice: Don’t keep checking your investments
7. Icarus: Overconfidence can be as dangerous as not taking any risk

Read our blog, linked below, to find out more.

https://keithroseburgh.co.uk/7-timeless-financial-planning-lessons-you-can-discover-in-classic-greek-myths/

Deciding how you'd like your assets to be managed later in life and after you pass away may be intimidating.However, a c...
21/05/2026

Deciding how you'd like your assets to be managed later in life and after you pass away may be intimidating.

However, a cashflow model could help you answer both financial and emotional questions, so you're in a better position to tackle your estate plan.

Read our latest blog, linked below, to discover how cashflow modelling can project how your wealth will change.

https://keithroseburgh.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

5 ways to emotionally recover from past financial mistakes:1. Talk to a financial planner2. Give the decisions you've ma...
19/05/2026

5 ways to emotionally recover from past financial mistakes:

1. Talk to a financial planner
2. Give the decisions you've made some context
3. Be clear about the implications of your decision
4. Stop comparing your mistakes to the success of others
5. Reframe your experiences to separate yourself from your decisions

Read our blog, linked below, to find out more.

https://keithroseburgh.co.uk/5-ways-to-emotionally-recover-from-past-financial-mistakes/

Estate planning isn't always as straightforward as leaving everything to a spouse or direct descendant.In fact, many peo...
18/05/2026

Estate planning isn't always as straightforward as leaving everything to a spouse or direct descendant.

In fact, many people in the UK are opting to leave some or all of their wealth to their "chosen family".

Whether you're leaving your entire estate to one person or dividing it among multiple, there are many ways you can pass on wealth to protect your chosen family.

Read our blog, linked below, to discover 4 ways you can help ensure your beneficiaries receive their intended inheritance and mitigate your estate's Inheritance Tax liability.

https://keithroseburgh.co.uk/4-ways-you-could-pass-on-wealth-and-protect-your-chosen-family/

As Christopher Nolan's much-anticipated new film, The Odyssey, is due to hit cinemas in the coming months, we can expect...
12/05/2026

As Christopher Nolan's much-anticipated new film, The Odyssey, is due to hit cinemas in the coming months, we can expect a resurgence in interest in the classical Greek myths.

Greek myths are enduring, captivating tales which can still hold our attention thousands of years after they were first written. They can teach us plenty about the world and life, too.

Read our blog, linked below, to discover 7 lasting financial lessons we can learn from Greek myths.

https://keithroseburgh.co.uk/7-timeless-financial-planning-lessons-you-can-discover-in-classic-greek-myths/

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33 Thornyhall
Dalkeith
EH222ND

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