rockwealth ifa

A Cheltenham based financial planning firm driven by Evidence-based investing.

 

 

“I have been looked after by the individuals in this firm for a long time and have always received timely and helpful advice on my finances. I couldn’t recommend highly enough!”

Steve Wilson – Google Review

About RockWealth

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

Based in Cheltenham, we serve clients in the Cotswolds and across the UK.

Although most of our clients have more than £500,000 of net investible 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.

125+

Clients

£75m+

Capital Managed

Investing: The Evidence

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.

WATCH OUR DOCUMENTARY

FINANCIAL SERVICES

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.

Financial Planning

Pensions and Retirement

  • Pensions
  • Retirement planning

Inheritance Tax Planning

  • Inheritance tax planning
  • Estate preservation

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.

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Background

“Tim and the team at RockWealth have been looking after our financial affairs for several years now.”

They made some changes to what we were doing previously and they’re doing an amazing job and we can relax knowing that our finances are being taken care of thoughtfully and professionally. They are really proactive and always looking for the best ways to make maximum returns from our assets.

UPDATES & INSIGHTS

@rockwealthUK

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

Background

chartered financial planners

Awards & Certification

Need some help?

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

01242 505 505