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Meet the team

Team
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Tim Horrocks

After completing an Economics degree in 2002 Tim knew that he wanted to continue with an Economics related career. Financial Planning made a lot of sense to him, “no one knows what the future holds and what economic impact will be made by both discreet and large economic events. What we can know is that if we plan with a goal in mind and prepare with prudence we massively increase our chances of success”.

The Financial Planning advice Tim provides is therefore based on a complete understanding of clients’ short, medium and longer term financial goals.

Tim takes pride in building relationships with clients, enabling them to meet their personal and financial goals and objectives and allowing them to look to the future with confidence and optimism. Tim takes time to really get to know his clients before offering advice. This explains why many of Tims clients come from personal recommendations.

“I provide the same great level of service to both new and existing clients. Service is of the utmost importance to me. I feel that it is vital to keep in regular contact with my clients, particularly in these rapidly changing economic and political times.

I provide my clients with a personal financial planning service, which together we can work on to build and preserve your capital and satisfy your overall financial goals”.

Tim has been awarded ISO 22222 Personal Financial Planning.

ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

Tim is one of only a small handful of financial planners in the UK that have achieved this prestigious award.

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Mark Vail RLP® IMC APFS CFP®

“I love working with clients.  It’s a privilege to do what I do.

Asked for their opinion of me, friends and colleagues say they respect my professional competence and ethical behaviour but …… that I am quite clearly not a ‘salesman’.

For the clients who see beyond the absence of a polished sales patter at our first meeting, they have discovered this to be a real advantage!

It means my skills and focus are on delivering a highly personalised service coupled with technical financial competence.

It also means that I work hard to keep my clients happy. This is what really matters when you have someone dealing with the financial security of your future.”

Mark is a Chartered Financial Planner and Certified Financial Planner (CFP) which is the only globally recognised accreditation of Financial Planners. In the UK there are less than 1000 CFP® out of a population of 30,000 Advisers.

More recently Mark has joined a very exclusive club of UK and worldwide financial planners qualifying as a Registered Life Planner RLP® awarded by the Kinder Institute, in addition to the UK Society of Investment Professionals’ ‘Investment Management Certificate’ (IMC).  RLP® ……. The IMC is a specialist investment qualification for fund management, which less than 1% of financial advisers in the UK attain.

Mark has also been awarded ISO 22222 Personal Financial Planning.

ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

Mark is one of only a small handful of financial planners in the UK that have achieved this prestigious award.

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Matthew Horrocks Dip PFS

“I am committed to providing the best possible levels of support to my clients and making sure that they gain a real and tangible benefit from working with me.
I have over 15 year’s experience in the financial services sector and have been commended for my integrity, hard work, ethics and focus on doing the right thing for my clients.

Getting to know a client’s history, experiences and future goals is the key to me delivering a tailored plan, that is all about them and their aspirations and ensuring that in partnership we do all we can to meet the desired aim.

As a partner in the team at Rock Wealth I can call on not only my own knowledge and experience, but that of my fellow partners, to ensure that clients are always provided with high levels of technical and administrative support.

At Rock Wealth we embrace the Use of technology and investment expertise to establish plans that can be tailored to the individual and continually monitored to ensure the best chance of success for your future financial plans.”

financial intelligence
Robin Powell

I’m a journalist. I worked for more than 20 years in broadcast television news and current affairs, mainly with ITV, but also with the BBC and Sky News. Though I was mainly based in the UK, my career has taken me all round the world, from the war in the former Yugoslavia, to Iraq under Saddam Hussain, to Guantanamo Bay (though thankfully not as an inmate).

It’s very gratifying to hear, as I regularly do, from people who have benefited from the evidence-based approach to investing as a result of reading my blog. In the years to come, they will save themselves a small fortune and, I hope, will have much more peace of mind about their financial future as a result.

That’s also why I’m so excited to be working with a first-class financial planning firm like RockWealth, that bases everything it does on rigorous, independent evidence and for whom the most important thing is what is best for its clients. It’s a firm whose values I totally identify with.

cheltenham financial planning
Cathi Harrison FPFS CFP
Associate Paraplanner

Cathi heads up our paraplanning team, providing technical research and support to the financial planners. She is a Fellow of the Personal Finance Society, as well as holding the Certified Financial Planner (CFP) designation.

She completed her degree at Teesside University, in English and Business Studies and has worked in financial services ever since.

Outside of work she squeezes in as many cuddles as she can with her baby boy, as well doing as much travelling as possible. She has so far seen 5 of the 7 Wonders of the World and really wants to tick the other two off!

financial experts
Luke Allsebrook BSc MSc

Luke is RockWealth’s digital marketing and social media partner with day to day responsibilities for the creation of our digital and social media material. In conjunction with the other RockWealth partners, Luke ensures that we remain cutting edge with all of our online activity, whilst always ensuring the security and robustness of our website. RockWealth’s continual goal to strive towards excellence in everything we do is very much part of Luke’s philosophy and all the work he does for us.