What is Financial Planning?

In order for RockWealth to begin a financial plan, we need to clarify your financial aspirations and when you are seeking to achieve these by. Using a range of sophisticated planning tools and resources, we can accurately set a clear range of milestones, enabling you to keep track of your financial goals.

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Commitment to our clients

The advice and services we provide can be adapted to anything that the client may require be it for a specific financial concern or a full comprehensive financial review. At RockWealth we fully understand that life may take any direction and our experienced advisers will support and advise you for as long as is necessary.

Every RockWealth client is unique, meaning each planning strategy has to be tailored to the clients’ specific requirements. With our vast knowledge of the industry, our experienced consultants will help you plan for the future.

At RockWealth, we believe that client-adviser relationships are of great importance in the success of long-term financial planning. Our highly experienced teams of advisers work in partnership with you to guide you to financial success.

We can advise you on the following:
  • Financial planning
  • Inheritance tax planning
  • Estate preservation
  • Pension and Retirement planning
  • Investments
  • Corporate Protection
  • Tax schemes (EIS and VCT)
  • Financial protection for you and your family
  • Employee benefits

How can Financial Planning help me?

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