We are rockwealth
A financial planning firm driven by evidence-based investing & fairer fixed fees
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What is financial planning?
Good financial planning isn’t about money. It’s about fulfilment – helping our clients to lead happier, richer, purposeful lives.
IFA CHELTENHAM
rockwealth is an award-winning and chartered financial planning firm, with a UK network of independent Financial Planners. We are specialists in what we do and offer a distinct proposition of fair fixed fees, investment solutions that work, and real financial planning.
Our approach to investing and financial planning is designed to help maximise your chances for a successful investment experience, helping to provide for a fulfilling life, where you are able to enjoy your hard earned savings, without worrying about running out of money during your lifetime.
Although most of our clients have more than £500,000 of net investable 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.
We are here to help.
FINANCIAL ADVISER
We offer the following financial services via our team of independent Financial Planners:
We also supply Not-for-profit consulting and corporate planning services.
#1
EVIDENCE-BASED FINANCIAL ADVISERS IN THE UK
12+
FINANCIAL PLANNING OFFICES ACROSS ENGLAND, SCOTLAND AND WALES
1,000+
LIVES CHANGED
#latestfromrockwealth
From leading financial documentaries to financial guides, we are setting the bar.
“Approachable, highly professional and forward-thinking, I would have no hesitation in recommending rockwealth”
Peter & Barbara Denning
“A pleasure to deal with and expect our relationship to last for years to come”
Ian & Jane Nelder
“Professionals who are able to talk to us and encourage us to think about life and what we want to get out of it”
Mike and Rachel Tuffy
“We can relax knowing that our finances are being taken care of”
Paul Farnworth & Jane Quinn
Our approach
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.
Take a deeper dive and learn more about the big financial questions and our processes.
