rockwealth ifa

Fulfilment.

What does it look like for you?

Good financial planning isn’t about money. It’s about fulfilment – helping our clients to lead happier, richer, purposeful lives.

About RockWealth

RockWealth is an award-winning, chartered and certified financial planning firm.

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.

We also work with the trustees of charities and pension funds.

  • financial plan

    “Approachable, highly professional and forward-thinking, I would have no hesitation in recommending RockWealth”

    Peter & Barbara Denning

  • Cheltenham advisors

    “A pleasure to deal with and expect our relationship to last for years to come”

    Ian & Jane Nelder

  • questions to ask a financial advisor

    “Professionals who are able to talk to us and encourage us to think about life and what we want to get out of it”

    Mike and Rachel Tuffy

  • financial fees

    “We really could not wish for better individual and professional support”

    Keith & Heather Tarling

  • financial planning information

    “We can relax knowing that our finances are being taken care of”

    Paul Farnworth & Jane Quinn

FINANCIAL SERVICES

Our evidence-based investment philosophy is designed to maximise returns and deliver benefits for society and the environment

Financial Planning

Pensions and Retirement

Inheritance Tax Planning

  • Inheritance tax planning
  • Estate preservation

Corporate Planning

Learn more

RockWealth Locations

Supporting the Environment

Sustainable investing
Carbon neutral certification

Big questions

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.

LEARN MORE >

UPDATES & INSIGHTS

@rockwealthUK

Engagement and sharing knowledge are the cornerstones of our success. Follow us for evidence based related insights.

Background

Awards and Certification

chartered financial planners

Need some help?

Email us here or speak to one of our experts today.

01242 505 505