About RockWealth LLP

Financial planning sits at the core of everything we do for our clients.
We understand that wealth is the ability to fully enjoy life and that true wealth is not so much about money as our life’s experiences, contribution and values. At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you.Financial planning sits at the core of everything we do for our clients. It’s what links them to where they want to be, from where they currently are.We have been awarded both the prestigious Chartered Financial Planner designation and BS 8577 – Framework for the provision of financial advice and planning services by Standards International UK.BS 8577 is a new British Standard that assesses and awards financial planning firms who can demonstrate that they have the operational framework to deliver a first class service to their clients.Your needs are at the heart of our business and this is why we are committed to a process of ongoing assessment which ensures that our processes and services are continually assessed by an independent certification body on an annual basis.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings

  • :
  • Long term care

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