RW team

We deliver an exceptional service, but don’t just take our word for it!

“Tim Horrocks has looked after my financial investments for many years, firstly advising on saving strategies during working life and then on through to creating a successful, personal retirement portfolio.

For sound, honest and realistic advice then look no further, Tim is a credit to his profession and comes highly recommended.”

Peter Hansford

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.

Paul Farnworth & Jane Quinn

“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

Background

“The world of pensions and investments is a minefield and one which we shied away from for too long – Rachel and I had the pleasure of meeting up with Matt who managed to make the very complicated and confusing topic actually really easy to understand.

We like numbers and have a fair understanding of the world markets but what Matt managed to do was to be able to switch from ‘technical speak’ to come down to our level and put it into plain English with a visual explanation – this is a skill and one which made us comfortable in knowing what we were getting ourselves into.

We have no hesitation in recommending RockWealth and we feel secure in the fact that we have professionals looking after our hard earned cash who are able to talk to us and encourage us to think about life and what we want to get out of it.”

Mike Tuffy

“We have been clients of RockWealth for a number of years now. Tim Horrocks has been instrumental in shaping our savings and investment portfolio, including guiding us through making the biggest investment decision we’re ever likely to make in respect of our pensions. Tim always takes time to clearly explain options available, including the risk associated with the investment. We’ve always found Tim to be a pleasure to deal with and expect our relationship to last for years to come”.

Ian & Jane Nelder

RockWealth Cheltenham

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