At Rockwood Financial Solutions we help you build a financial strategy that will prepare you for life's little surprises. Whatever your circumstances, age or income, we'll take the time to understand your needs and concerns, then use our expertise to suggest appropriate solutions.
Whether you're just starting a family, planning for retirement, selling a business or arranging your estate; together we can develop a financial plan that's right for you.At Rockwood we understand that your financial needs will change throughout your life. As your family tree grows and matures, strong roots will be essential to withstand the storms.
Whether you're just starting a family, planning for retirement, selling a business or arranging your estate; together we can develop a financial plan that's right for you.At Rockwood we understand that your financial needs will change throughout your life. As your family tree grows and matures, strong roots will be essential to withstand the storms.
Services
We are people people. As one of the few truly independent financial planning firms, we are able to put our clients at the heart of Rockwood IFA Leeds. This ethos is reflected in every aspect of your experience with us. Whether you are thinking about retirement, or just starting a family, we have the expertise to help you optimise your finances and plan for the future.
Financial priorities can change depending on what stage of life you are at. Are you a homeowner? Are you starting a family? Are you nearing retirement? Are you selling your business? Are you looking at pension options? Are you worried about inheritance tax? Whatever your current situation, we can help.
Do you, your parents or a loved one need long term care but aren't sure if you are eligible for local authority funding? Have you already been advised that you will have to fund some or all of the care costs? Do you need to identify how you can utilise income from pensions, savings and investments and protect the family home?
Throughout life our financial assets grow. You may have built up several pensions, own one or more properties, run your own business or have a portfolio of investments. If you're trying to balance different areas of your finances it can be hard to keep track. At Rockwood we can help you get control of your finances and start planning for your future and your children's future.
Deciding the best way to make your pension work for you can be difficult. Pension drawdown, rather than taking an annuity, can be a good option but is it right for you? At Rockwood, pensions are our passion and we can advise on the best solutions depending on your current situation and plans for the future.
Reviews (3)
Angus Martin
Jul 15, 2021
Report
Sarah Shay
Dec 07, 2020
Report
Catherine and all the Rockwood Team are friendly and easy to deal with. Catherine thinks about your life goals with you first then translates those into what that means for you financially. She listens to your needs then helpfully explains how to meet those in language you can understand. I am reassured and feel safe knowing that Catherine and Rockwood are there to help with whatever situation life throws at you. Thanks Rockwood
Keeley Edge
Jul 29, 2020
Report
Catherine at Rockwood has been our Financial Advisors for about 5 years now and we cannot speak highly of her enough.
There is no “selling” of products, it is Financial Planning advice.
If you want to plan your financial future and protect yourself and your family should the unfortunate or worst happen, I would have no hesitation in recommending Catherine and her team.
There is no “selling” of products, it is Financial Planning advice.
If you want to plan your financial future and protect yourself and your family should the unfortunate or worst happen, I would have no hesitation in recommending Catherine and her team.
