Independent Wealth Management & Financial Planning
RockWealth is a firm of professional independent advisers specialising in wealth management and creation on behalf of professionals, business owners, entrepreneurs and trust funds.
Regulated by the Financial Conduct Authority (FCA), RockWealth is run by individuals with more than 10 years individual industry experience who are committed to the ongoing study of chartered professional financial planning practices.
Our goal is always to strive to excel and surpass expectations in everything we do from investment performance to ensuring all our clients receive the highest standards of customer service, completely tailored to their needs.
We independently select the most appropriate products and services from across the whole of the market and we employ the highest calibre of discretionary fund managers to independently monitor all our clients’ investments. They in turn have access to over 5,000 investment funds and exchange traded funds selected on the basis of excellent track records based on intensive ongoing research.
3 Imperial Square
Areas Served: Cheltenham, Gloucester, Stroud, Cirencester, Bristol
Services Offered: Investment Advice, Pension Advice Inheritance Tax Advice, Wealth Management, Life Insurance, Life Assurance
Members Of: : Investment Planning