We put our clients first. Where are you on your life path?
About Our Approach
At Rockwood Financial Solutions, we believe in building strong, lasting relationships with our clients. We take the time to understand your individual needs, goals, and anxieties to create a tailored financial plan that aligns with your life journey.
Who We Help
We guide individuals and families at different stages of life, addressing a diverse range of financial concerns:
- Mrs. Long Term Care: Planning for the potential needs of aging parents or family members.
- Mr. & Mrs. Estate Planning: Establishing clear estate plans and minimizing tax implications.
- Mr. Draw Down: Optimizing retirement plans and ensuring a comfortable income in later life.
- Ms. Pensions Freedom: Maximizing pension benefits and navigating withdrawal strategies.
- Mr. & Mrs. Owner Managed Business: Structuring finances, managing cash flow, and planning for succession.
- Mr. & Mrs. Young Family: Building wealth, securing financial stability, and safeguarding the future.
Our Values
Integrity forms the bedrock of our approach. We:
- Put clients first: Your needs are at the heart of everything we do.
- Provide impartial advice: Access to a wide range of products from leading providers ensures personalized solutions.
- Offer transparent communication: Clear and concise explanations ensure you understand every step of the process.
- Deliver personalized plans: Comprehensive assessments and regular review ensure your plan remains relevant.
- Maintain confidentiality: Your personal information is treated with the utmost discretion.
Why Choose Rockwood?
Our clients benefit from:
- Friendly and confidential consultations where you can speak openly and honestly.
- Impartial advice based on a deep understanding of your individual needs.
- Individually tailored plans that address your current and future financial aspirations.
- Compliance with all industry regulations and ethical guidelines.
Join Us on Your Financial Journey
Contact Rockwood Financial Solutions today to take charge of your financial well-being and create a secure future.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Catherine and the Rockwood Team, praising their simplicity, hard work, and dedication to providing the best financial solutions.
Key Strengths
Personalized Service: The team takes the time to listen to clients' needs and goals, providing tailored advice that prioritizes their financial well-being.
Friendly and Approachable: Catherine and the team are described as friendly, easy to deal with, and helpful in explaining complex financial concepts in a clear and concise manner.
Holistic Financial Planning: The team focuses on providing comprehensive financial planning advice, rather than simply selling products, to ensure clients' long-term financial security and peace of mind.
