News Room

retirement plans

Millions change retirement plans post–EU vote

Turbulence in the economy has left many feeling confused The UK’s decision to leave the EU has left over two million[1]…

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ISA DEADLINE

Don’t miss the ISA deadline

Time to take control over where your money is invested tax-efficiently Each tax year, we are each given an annual Individual…

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Pension advice cotswolds

Pension power

Take full advantage of tax relief – annual and lifetime limits  Pensions are a highly tax-efficient form of saving, and if…

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INHERITANCE TAX

Planning for Inheritance Tax

With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance…

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INFLATION

Portfolio protection

Are we seeing the return of inflation? It has been easy to grow complacent about inflation in recent years. The rate…

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pension policies

Forgotten pensions

PENSION POLICIES The extent to which pension policies are being forgotten has been revealed in research from Aviva. A survey of…

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save for retirement

Gender savings gap widens

Report findings suggest this trend is set to continue Half of women (52%) are now saving adequately for their retirement compared…

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sustainable investing

Sustainable investing

Strategies to meet some of the most pressing global challenges ahead Sustainable investing has gathered momentum across the world in the…

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Lifetime ISA

Lifetime Individual Savings Accounts

Make your next move to saving flexibly for a first home and retirement Lifetime Individual Savings Accounts are being launched by…

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RockWealth Quarterly Letter

As we look back on a year filled with surprises (from its opening days onward), it’s natural to wonder what to…

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tax planning cheltenham

2016/17 Year End Planning

Keeping your taxes as low as possible – what you may wish to consider sooner rather than later The 2016/17 year…

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US presidential election

Top Trump

Winners and losers from the seismic US election result After a long and brutal US presidential election campaign, Donald Trump emerged…

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best investment options

Choosing investments

Best investment options  What you need to know to become a more confident investor Before you choose or make any investment…

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investing money

What investment approach is right for you?

Investing Money  Your decision can have a big impact on your returns Should you invest all of your money in one…

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pension money

Freedom to choose

Using your pension money Have you considered all the potential costs of retiring? Some people find their expenses fall once their…

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Consolidate pensions

Consolidating your pension pots

Consolidate pensions What you need to consider to ensure you don’t lose out Have you ever considered moving and consolidating your…

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long term care planning

Long term care planning – Who will care for you in old age?

Making provision in a way that meets your needs and wishes As a population we are living longer, and with an…

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professional financial advice

Navigating your investment options

How professional financial advice can prove invaluable Few of us really have the time or inclination to understand the vast number…

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preparing for retirement

How financially prepared are you for your retirement?

Men narrow the gap on women when it comes to life expectancy Thanks to healthier lifestyles and advances in medicine, people…

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Post-Election Reflections

Whether you’re feeling elated, deflated or mostly just jaded about the U.S. Elections now completed, we wanted to reach out to…

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saving for retirement

Getting ready for life beyond work

Three-year growth in adequate retirement saving steadies Nobody knows quite what the future holds. Changing life plans and priorities will mean…

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planning for retirement

Time is of the essence

Start thinking about preparing for any big events as soon as you can None of us know exactly what life’s got…

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investing advice online

Investing during market volatility

Whether seeking income, growth or both, there are some basic rules to follow Volatile financial markets are an inevitable part of…

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pension reforms

Pension reforms

Pension Reforms: How the lifetime allowance reduction could impact on your retirement savings The Government has introduced comprehensive reforms to the…

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pension advice

Pensioners financially ‘reliant on others’

New research outlines typical financial situations A small number of pensioners are relying on loved ones to help them financially during…

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investment portfolios

Currency movements

Protecting your portfolio Investors should not try to predict currency movements, but you can act to protect your portfolio. Investing in…

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keeping investments safe

Financial strife

Keeping your investments safe After nearly a decade of low interest rates and central banks pumping money into financial markets, traditional…

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post brexit

Investment matters post-Brexit

Facing new challenges at every turn to meet long-term objectives We are now living in a more uncertain world. As correlations…

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investors

Savvy investors

Time to get wrapped up? How to shelter income and capital gains For long-term investors, Individual Savings Accounts (ISAs) are a…

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mortgage repayments

Retirement advice – The run-up to retirement

What the over 50s do with their money once the mortgage is paid off Britain’s over 50s are splashing their extra…

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investment goals

Are millennial investors facing a perfect storm?

Looking at the mismatches between expectation and reality Depressed wages, escalating living costs and a struggling global economy – millennials have…

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help on my pension

Pension confusion

Are most people unprepared for retirement? People are still being left confused by pensions, with almost two thirds not understanding their…

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financial future

Splashing the cash

New ‘YOLO’ generation gambling with their financial future The prospect of saving for tomorrow may feel too distant for some, but…

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MULTIGENERATIONAL HOUSEHOLDS

Return of multi-generational households

Two in three agree living with family is beneficial Multigenerational households could be set to grow in popularity as property costs…

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Chartered Financial Planner

Chartered Financial Planner

RockWealth LLP receives the prestigious “Chartered” title and an award for “Excellence in Financial Planning” Further to Mark Vail becoming a…

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mortgage payments

Lack of preparation for the unexpected

A quarter of us could only afford to pay household bills for a maximum of three months  Protecting your family should…

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retirement in the cotswolds

Are you fit to retire?

Getting your pension in shape to enjoy the kind of lifestyle you want in later life ‘Will I be able to…

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financial advice in cheltenham

Advice with you in mind

One of the most important relationships you may ever have Few people really have the time to understand the significant number…

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investing advice cotswolds

Investing for success

Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your unique…

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financial protection help

Financial protection

If the worst happened, are you fully protected? It’s easy to think, ‘I’d cope, that’ll never happen to me’. But any…

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Investment Risk Brexit

Our Mixed Up, Messed Up Relationship with Investment Risk

“What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over) Whether it’s the recent destruction wrought by…

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stamp duty cheltenham

Stamp duty rule changes

What could the shake-up mean for you? A shake-up of the stamp duty rules took effect on 1 April 2016 in…

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Total-Return Investing

Investing for Retirement Income: Part III: Total-Return Investing for Solid Construction

As we’ve discussed in the first two parts of this three-part series, we do not recommend turning to dividend-yielding stocks or…

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high yield bonds

Investing for Retirement Income: High-Yield Bonds – Sticks and Stones Can Break You – Part 2

In Part I of our three-part series on investing for retirement income in low-rate environments, we explained why we don’t advise…

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investing for retirement

Investing for Retirement Income: Straw, Sticks or Bricks? – Part 1

Part I: Dividend-Yielding Stocks – A Straw Strategy If ever there were an appropriate analogy for how to invest for retirement,…

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BREXIT

Brexit

Impact on financial markets ahead of the EU referendum With an increasing focus on ‘Brexit’, our investment clients will naturally be monitoring…

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financial protection

Financial protection

If the worst happened, are you fully protected? It’s easy to think, ‘I’d cope, that’ll never happen to me’. But any…

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investing advice

Investing for success

Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your unique…

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estate planning

Creativity in finance

David Bowie’s estate planning could be a lesson to us all It’s fair to say there was no one else quite…

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financial resilience

Financial resilience

Providing a valuable safety net for you or your family should you become ill or die If you became sick or…

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