RockWealth - IFA - Chartered Financial Planners - Cheltenham

RockWealth - IFA - Chartered Financial Planners is a reputable financial planning firm located at Address: 3 Imperial Square, Cheltenham GL50 1QB, United Kingdom. They can be reached at Phone: 1242505505. Their website, Website: rock-wealth.co.uk, provides comprehensive information about their services.

RockWealth specializes in financial planning, offering expert advice and tailored solutions to help individuals and businesses achieve their financial goals. As Chartered Financial Planners, they hold the highest level of professional qualification in financial planning. This designation is a public commitment to the highest standards of financial planning.

Their office is wheelchair-accessible and equipped with toilets, making it convenient for all clients. They have received numerous positive reviews, with 16 reviews on Google My Business and an impressive average opinion: 5/5.

RockWealth's team of experienced financial planners delivers personalized financial advice, taking into account each client's unique circumstances and financial aspirations. Their services include retirement planning, investment management, tax planning, and estate planning.

When searching for a reliable financial planning firm, consider the following factors:

1. Qualifications and experience: Ensure the firm has qualified and experienced professionals who can provide expert financial advice.
2. Services offered: Consider the range of services provided, ensuring they align with your financial needs.
3. Reputation and reviews: Research the firm's reputation and read client reviews to gauge their level of satisfaction.
4. Accessibility: Verify the firm's office is easily accessible and equipped with necessary facilities.
5. Fees and charges: Understand the firm's fee structure and ensure it is transparent and competitive.

Reviews of RockWealth - IFA - Chartered Financial Planners

Peter Schad

5/5

I took the decision to move my portfolio to RockWealth three years ago. In that time I have been more than satisfied with the level of return and quality of advice. The fee structure is excellent and the reporting platform and investment software used first class. Advice is provided in a pragmatic and no nonsense manner. I find the needs of the Client are always foremost in the minds of Tim and his Team. They are proactive at all times and the regular reviews are informative, relevant and make a real difference.

P&F

5/5

RockWealth have been helping with our financial planning for over 5 years now and we couldn't be happier with their advice and support. Professional, friendly, patient and the modelling that is provided to illustrate the potential outcomes of our investment decisions really make our planning much more straight foward.

Deborah Lane

5/5

I have been using Rockwealth and Mark Vail as my Financial Advisors for several years and am more than happy with the services they provide. They are courteous and approachable and explain their planning so I am kept well informed.

Simon Waller

5/5

Very friendly company, very helpful. Our investments haven't being doing badly either!
Very comprehensive review every year, letting us know what has happened over the past twelve months and giving some predictions for the future.

Paul Richards

5/5

Rockwealth provide a very personal and professional service. I am a very cautious person and have built up my confidence in Rockwealth over several years, starting with modest investment advice to the point where, with their help, I decided to cash in my company pension in favour of a SIPP, managed by Rockwealth of course!

Sean Murphy

5/5

Rockwealth provide a great service. Rockwealth present investment information in a clear and understandable format. They also publish very interesting newsletters and vlogs that inform and advise.

Manny Brown

5/5

Nothing bad to say about RockWealth. Tim and his associates are knowledgeable, polite and concise with their guidance, breaking things down where necessary and providing clearly-defined levels of support and management. Thoroughly recommended for anybody wanting to maximise income and assets.

David Watson

5/5

Been looked after in a very professional manner. Regular reviews and current information sent on a regular basis. Very happy with how my portfolio is performing even in this very volatile climate.