Meet your rockwealth team

Tim is rockwealth's founder and CEO. He qualified in 2003, and holds the international-standard ISO qualification for financial planning. He also holds advanced qualifications in pension planning and in tax and trust issues. A graduate in economics, he still lives in Cheltenham, where he grew up, with his wife and three children.

"Service is of the utmost importance to me. I feel it's vital to keep in regular contact with my clients. I provide all of my clients with a personal financial planning service. We work together to build and preserve capital, often ultimately planning to spend or gift this over a client's lifetime."

Matthew is an experienced financial planner and a partner in rockwealth. He has also worked in other parts of the financial services sector. He lives in Cheltenham with his wife and two sons, and as well as time with his family, he particularly enjoys sport and walking his dogs.

"I am committed to doing the right thing for my clients and to providing them with the highest levels of support, so that they gain a real and tangible benefit from working with me. It starts with getting to know all about them and then delivering a tailored plan to meet their future goals."

Ed has worked in financial services for over 15 years and has acquired a wealth of knowledge in retirement, investment and tax planning. Holding advanced qualifications in Retirement Income Planning, Ed enjoys developing and maintaining client relationships and providing tailored Financial Planning solutions to individuals.

Ed lives in Cheltenham with his young family. He enjoys countryside walks, golf and cycling.

"I believe that demonstrating value and providing an individual service is critical to helping people prepare for retirement. I enjoy providing confidence to help clients make decisions and establish a financial plan which they understand and allows them to live the lifestyle they desire."

Hetty is a Certified Financial Planner at our Cheltenham office. She has been working in the financial advice profession since 2016, starting her career in investment operations and proposition, before training to become a Financial Planner in 2022. Hetty is also a member of the exam panel for the CISI Level 6 Diploma in Financial Planning. Outside of work, she enjoys travelling, trying new recipes, and CrossFit.

"At the heart of what I do is helping people feel confident about their financial future and giving them peace of mind. I guide clients through life’s bigger questions, whether that’s retiring early, supporting family members, or passing wealth on to the next generation. For clients still working and building wealth, I focus on finding the right balance between enjoying life today and providing financial security for the future."

Rob has worked in financial services since 2007 and within the financial planning sector since 2019. During this time, Rob has worked within Risk Management, Compliance, Paraplanning and now stepping into an Advisory role. He holds Chartered Status with the CII which shows commitment to continual learning and providing best service to clients.

Rob lives in Cheltenham and is married. Outside of work, he is a keen runner who has completed multiple marathons and competes in many local races for his club.

“I believe everyone should have a Financial Plan and feel confident about what they want to achieve in terms of financial stability, and how they want to get there. Being on the front foot with your finances is crucial to understanding some of life’s bigger questions, such as when you can retire, and how you can achieve the lifestyle you would like, moving forward. It is my goal to help clients plan for this”.