With offices in Cheltenham, Norwich, Leamington Spa and Brighton, with more offices opening soon, we serve clients across the UK. Although most of our clients have more than 500,000 of net investable assets, we aim to give everyone the information they need to make better financial decisions. Most financial advisers talk about goals, and yes, financial goals are important.
But the problem with goals, in our experience, is that most people don't actually know what their goals are. Life is so hectic that they don't take time to consider the questions that really matter. We offer an initial discovery consultation at our cost - let's get to know each other first. This is due on delivery of your Financial MasterPlan, containing our recommendations for you on the matter in hand.
But the problem with goals, in our experience, is that most people don't actually know what their goals are. Life is so hectic that they don't take time to consider the questions that really matter. We offer an initial discovery consultation at our cost - let's get to know each other first. This is due on delivery of your Financial MasterPlan, containing our recommendations for you on the matter in hand.
Services
We enjoy what we do for and with our clients and take pleasure in working with interesting people. We have strong beliefs about how a financial planning business should operate and care for its clients. Our value to you is in providing accurate, technical advice which is tailored towards achieving your dreams and goals.
From our HQ in Cheltenham and multiple offices across the United Kingdom, we add value to our clients using evidence-based financial planning and a commitment to fair fees. Tim is RockWealth's founder and managing partner. He qualified in 2003, and holds the international-standard ISO qualification for financial planning.
But the problem with goals, in our experience, is that most people don't actually know what their goals are. Life is so hectic that they don't take time to consider the questions that really matter:. Most people come to us with some sort of money-related problem. Some are looking for help with tax or estate planning, others want advice on whether to transfer out of a company pension scheme.
One of the things that makes RockWealth different to other financial planning firms is the fact that our investment philosophy is based entirely on evidence. If you go to a doctor, you expect them to have studied medicine to a very high level. If they recommend medication or surgery or medication, you would assume that they are basing that advice on evidence that the treatment has consistently worked for patients in the past.
We offer a variety of payment methods by which we can be remunerated so that you can select the method that best suits your needs. Our fees are based upon the time required to provide the advice and service to you, the level of expertise and responsibility involved supporting the advice you receive.
Reviews (6)
David Watson
Nov 20, 2021
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Peter Hansford
Oct 31, 2021
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Peter Schad
Oct 20, 2021
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I took the decision to move my portfolio to RockWealth three years ago. In that time I have been more than satisfied with the level of return and quality of advice. The fee structure is excellent and the reporting platform and investment software used first class. Advice is provided in a pragmatic and no nonsense manner. I find the needs of the Client are always foremost in the minds of Tim and his Team. They are proactive at all times and the regular reviews are informative, relevant and make a real difference.
Paul Richards
Jun 20, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Rockwealth provide a very personal and professional service. I am a very cautious person and have built up my confidence in Rockwealth over several years, starting with modest investment advice to the point where, with their help, I decided to cash in my company pension in favour of a SIPP, managed by Rockwealth of course!
Rockwealth provide a very personal and professional service. I am a very cautious person and have built up my confidence in Rockwealth over several years, starting with modest investment advice to the point where, with their help, I decided to cash in my company pension in favour of a SIPP, managed by Rockwealth of course!
Manny Brown
Dec 03, 2014
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Steven Wilson
Jul 08, 2014
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