Award winning Chartered Financial Planners & Independent Financial Advisers (IFA) located in the heart of Cheltenham

Financial Adviser Cheltenham IFA

We understand that wealth is the ability to fully enjoy life and that true wealth is not so much about money as our life’s experiences, contribution and values. At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you.

Financial planning sits at the core of everything we do for our clients. It’s what links them to where they want to be, from where they currently are.

We have been awarded both the prestigious Chartered Financial Planner designation and BS 8577 – Framework for the provision of financial advice and planning services by Standards International UK.

As an independent, fee-based Chartered Financial Planner firm – trust and professionalism is at the heart of what we do. This means you can be confident you are dealing with one of the UK’s leading Financial Planning firms.


Need some help?

Speak to one of our experts today.

01242 505 505

certified ifa

RockWealth’s Core Principles for Investing Success

RockWealth believes in a core investment philosophy based on Nobel prize winning academic research and evidence.

Goals

Create clear, appropriate investment
goals.

Plan

Develop a suitable plan and review regularly to make sure you remain on track.

Cost

Minimise cost.

Discipline

Maintain perspective and long-term discipline.

Want to discuss your goals? Contact us here >>


Our goal is always to strive to excel and surpass expectations in everything we do from investment performance to ensuring all our clients receive the highest standards of customer service, completely tailored to their needs. We provide a full range of online and face to face investment services with a broad choice of advice and payment options. For further information take a look at our Services section.

Professional approach & high standard of service ensure that I will continue to ask for RockWealths advice & recommendations as well as recommending them to anyone seeking financial advice.

With regard to my Pension Investment, I am very happy with the advice you have given me and will continue to use you as a contact with regard to future matters in this field.

I spent 25 years being not happy with my pension provider. That is until I contacted RockWealth. Thank you for offering the service I expect to be given.

Tim has proved to be an excellent independent financial adviser to my wife and I. He provides thorough, sound advice, supported by a high level of service, and I have no hesitation in recommending him.

We have all been incredibly impressed with RockWealths professionalism and well thought out approach.

We’ve always had a great level of service and RockWealth gives us great confidence. We feel very secure that our financial future is being well looked after.


Financial Advice

For more information, you can call us on  01242 505 505,
click here to email us or simply leave your name and email using the form below and
we’ll get right back to you as soon as possible.

 


Free Financial Guides

RockWealth Magazine
September/October 2017

Guide to
Income Investing

Guide to
Family Succession Planning

Guide to
Protection Matters