RockWealth

At RockWealth, we're a financial planning firm driven by evidence-based investing and fairer fixed fees. Our team of independent Financial Planners is dedicated to helping our clients lead happier, richer, and more purposeful lives.

Our Story

We believe that good financial planning isn't just about money; it's about fulfillment. Our award-winning, chartered, and certified financial planning firm has a UK network of independent Financial Planners who are passionate about delivering exceptional service to our clients. Our evidence-based investment philosophy is designed to maximize returns and deliver benefits for society and the environment.

Our Services

We offer a comprehensive range of financial services, including:

• Financial planning
• Sustainable investing
• Retirement planning
• Inheritance tax planning
• Pensions
• Not-for-profit consulting
• Corporate planning services

Our team of experts works closely with our clients to understand their unique goals and objectives, providing personalized advice and guidance to help them achieve their financial aspirations.

Our Approach

We take a unique approach to financial planning, focusing on the big questions that really matter. We believe that financial goals are important, but they're not the only thing that matters. We take the time to understand our clients' values, goals, and aspirations, and develop a tailored plan that meets their individual needs.

Our Values

At RockWealth, we're committed to our core values of transparency, integrity, and professionalism. We believe in being approachable, highly professional, and forward-thinking, and we strive to provide exceptional service to our clients.

What Our Clients Say

Don't just take our word for it - here's what some of our clients have to say about us:

• "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