RockWealth

At RockWealth, we believe that financial planning is not just about money; it's about helping our clients lead happier, richer, and more purposeful lives. We are a chartered and certified financial planning firm with a network of independent Financial Planners across the UK.

Our Approach

We take a unique and refreshing approach to financial planning. We believe that most people don't actually know what their financial goals are because they're too busy to take the time to consider the questions that truly matter. We take the time to understand our clients' values, goals, and aspirations, and work with them to create a tailored financial plan that helps them achieve their dreams.

Our Services

We offer a range of financial services, including:

• Financial Planning: We take the time to understand our clients' financial goals and create a personalized plan to help them achieve their dreams.
• Sustainable Investing: We believe that investments should be sustainable, socially responsible, and environmentally friendly. We offer a range of sustainable investment options that align with our clients' values.
• Retirement Planning: We help our clients plan for a comfortable retirement, taking into account their income, expenses, and financial goals.
• Inheritance Tax Planning: We help our clients plan for the future, ensuring their assets are distributed as they wish.
• Pensions: We work with our clients to create a personalized pension plan that helps them achieve their financial goals.

Our Values

At RockWealth, we believe in several core values that guide our work:

• Putting clients first: We prioritize our clients' needs and interests above our own.
• Transparency: We believe in transparency and honesty in our financial planning and investment approach.
• Independence: We are independent and unbiased in our financial advice, free from any ties to banks, insurance companies, or investment houses.
• Fiduciary standard: We hold ourselves to the highest standard of care, always prioritizing our clients' interests above our own.
• Collaboration: We work as a team to ensure our clients receive the best possible advice and service.

About Our Team

Our experienced Financial Planners are certified and chartered, with a strong understanding of financial planning and investment. We pride ourselves on being approachable, professional, and forward-thinking. We have an open-door policy, and our clients can reach us at all reasonable times.

Get in Touch

If you're looking for a financial planning firm that truly puts its clients first, we'd love to hear from you. Please get in touch to learn more about our services and how we can help you achieve your financial goals.