“We have known Mark for almost ten years. He is a caring and attentive person, always willing to challenge and encourage us: we really could not wish for better individual and professional support.
He has guided us very successfully in the management of three Trusts we set up for our family and helped transition our wider financial affairs from a position of complexity and excessive costs to one of elegant simplicity and much lower associated costs. This has given us both much valued peace of mind and confidence in the future for us and our family.
Mark and the RockWealth team are all extremely pleasant, knowledgeable and professional, providing an exceptionally high level of service. We trust that our interests drive the advice we receive and Mark now looks after three generations of our immediate family. We have also recommended him to friends and wider family members and have no hesitation in recommending RockWealth to anyone seeking financial planning advice.”
Keith and Heather Tarling