Talk with an Adviser

our
approach

how do we work?

Many clients aren’t always aware that they would benefit from financial advice or aren’t sure which services would add value to their circumstances.

Which is why we offer a free introductory meeting so that you can decide whether you want to work with us

We offer our services for a fee (Fee based advisory).

However, we always provide a FREE introductory Meeting

Meeting Process

An introductory call
We offer a complimentary 15-30 minute video call where we can get to know you, your financial situation, & your goals.
The purpose of this meeting is to understand what you’re looking for in a financial planning relationship. We then provide you with information about who we help & how we help, so that you can decide whether we are the right fit.
01
02
Scope of Advice
We provide you with comprehensive information about the services we offer, the associated costs, and real-life case studies that demonstrate our ability to help you achieve your financial goals.
Develop your plan
Your plan will consider everything we have discussed including your risk tolerance, time horizon, and other factors that are unique to your situation.
03
04
Monitor & Adjust
We regularly review and update your financial plan to ensure it remains aligned with your goals and circumstances.

Booking Meeting

Start by taking one step forward today.

Book your free consultation.

Please fill out the below form so that we can book a meeting:









     

    Before your meeting

    To maximise your time with David, we encourage you to have an understanding of the following:
    Values of pensions
    Values of your savings and investments
    Approx. mortgage rates if homeowner
    We will send you a useful document before your meeting with several thought-provoking questions. If you don’t know all the answers, that’s ok. You don’t need to know the end goal to start planning.
    quick links
    our services
    contact us

    Copyright © 2025 ROSBOTHAMFINANCE.COM - All rights reserved.

    David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.

    Talk with an Adviser

    Fill in the form to download your FREE Tax-Loss Harvesting Guide