Meet families building financial confidence with rockwealth

Trusted by hundreds of families across Gloucestershire - we help people replace financial anxiety with clarity and confidence.

Peter Hansford
"The rockwealth team 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, rockwealth is a credit to their profession and comes highly recommended."
Peter Hansford
Paul Farnworth & Jane Quinn
"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
Mike & Rachel Tuffy
"The world of pensions and investments is a minefield and one which we shied away from for too long. Matt managed to make the very complicated and confusing topic actually really easy to understand. 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 & Rachel Tuffy
Ian & Jane Nelder
"We have been clients of rockwealth for a number of years now. The rockwealth team 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. The team always takes time to clearly explain options available. We've always found rockwealth to be a pleasure to deal with and expect our relationship to last for years to come."
Ian & Jane Nelder
Google Reviews

What our clients say

P
Peter Hansford

The rockwealth team 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, rockwealth is a credit to their profession and comes highly recommended.

P
Paul Farnworth & Jane Quinn

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.

M
Mike & Rachel Tuffy

The world of pensions and investments is a minefield and one which we shied away from for too long. Matt managed to make the very complicated and confusing topic actually really easy to understand. 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.

I
Ian & Jane Nelder

We have been clients of rockwealth for a number of years now. The rockwealth team 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. The team always takes time to clearly explain options available. We've always found rockwealth to be a pleasure to deal with and expect our relationship to last for years to come.

Professional consultation

Ready to join them?

Every client story starts with a conversation. Let's explore how rockwealth can help you achieve your financial goals.

First meeting at our cost
No obligation to proceed
Qualified professionals
Cheltenham, Gloucestershire & The Cotswolds
Ready to take control of your financial future?
01242 505 505
rockwealth
Hi, we're rockwealth

Let's have a conversation about your financial future

We'll personally review your enquiry and get back to you within 24 hours. Let us ask a few quick questions so we can prepare for your call.

Takes about 2 minutes

1 of 5

What would you like help with?

Select all that apply

A Retirement Planning
B Investment Management
C Pension Advice
D Tax Planning
E Estate Planning
G Something else
2 of 5

What's your name?

So I know who I'm speaking with

Press Enter ↵ to continue

3 of 5

What's your email address?

I'll send you helpful information

Press Enter ↵ to continue

4 of 5

What's your phone number?

In case I need to reach you quickly

Press Enter ↵ to continue (optional)

5 of 5

How should I stay in touch?

I respect your privacy and will never spam you

By submitting, you agree to our Privacy Policy. Your data is protected and never shared with third parties.

rockwealth team

Thank you, !

We've received your enquiry and will be in touch within 24 hours to arrange a time for us to chat.

Your dedicated adviser
rockwealth Chartered Financial Planners | Cheltenham
rockwealth | Cheltenham, Gloucestershire