RockWealth Leamington IFA - Leamington Spa

T S.

If you think Financial Advisors are scary and mysterious, get in touch with RockWealth at Leamington Spa. They have a very friendly, and more importantly, very knowledgeable team who are always approachable. I have been using the services of Chris Wallsgrove for the last few years and he has given me excellent advice on both the monetary and life choices associated with retirement and retirement planning. I feel my finances are in safe hands and would highly recommend them for wealth planning services.

Gina G.

Chris Wallsgrove of Rockwealth Leamington has been our financial adviser for well over10 years. He helped us put in place a firm and solid base to build our family's financial stability moving forward.  Sadly, in February of last year I became a young widow.  The understanding shown by Chris and his team in guiding me through the many issues I faced have smoothed the path to providing me with a reliable and solid financial plan.  Chris clearly explains every option available and always makes sure I have a full understanding before any decisions have to be made.  He is easily approachable and I have no hesitation in recommending his services and the services of Rockwealth Leamington to anyone seeking understanding, knowledgeable and wise financial advisers.

Andrew B.

The team at RockWell is personable, knowledgeable, and provides excellent guidance on navigating financial planning. Their expertise and friendly approach make the process smooth and reassuring. Highly recommended!

Nathalie A.

Our financial advisor Owen from RockWealth has been instrumental in our retirement planning journey. My husband and I have been working with him for many years, and during this time, he has consistently proven himself to be an exceptional financial advisor.

One of the first things that struck us about him was his poised and serious demeanor. He approaches every meeting with a level of professionalism and calm that immediately puts us at ease. This, combined with his extensive financial knowledge, makes him an invaluable asset to our retirement planning.

His expertise is second to none. He has guided us through the complexities of retirement planning with a steady hand, ensuring that every decision we make is well-informed and in our best interest. Thanks to his diligent planning and insightful advice, we now have the confidence that we are in a good place for our retirement. This sense of security and peace of mind is priceless.

Additionally, his responsiveness is exemplary. No matter how many questions we have or how frequently we reach out via email, he always responds with great care and attention. His thorough and thoughtful replies demonstrate his commitment to our financial well-being.

In summary, our financial advisor has been vital to our retirement planning. His professionalism, expertise, and unwavering support have given us the confidence to look forward to our retirement years with optimism and peace of mind. We cannot thank him enough for his exceptional service and dedication.

Andrew G.

Chris has advised us on our pension for the last four years and provided excellent input and advice. He explains things in a clear and concise way. His advice has very much contributed towards strong growth in our pension asset.

Richard B.

Highly recommend Chris Wallsgrove and the team. I have used other IFA's in the past, and generally they have been OK, but Chris is another league. Chris offers great advice, good communication & he truly cares about his clients.

A M.

After dedicating three decades to the financial services sector, I've developed a profound appreciation for the skills of others in the industry. Around 15 years ago, I had the privilege of collaborating with Chris and even then, it was evident that he stood out as a stellar professional among his peers. When the time came for me to seek a firm to assist in shaping a financial plan for my family's future, Chris and his team at Rockwealth were at the forefront of my considerations.

Countless hours have been invested in comprehensive discussions about our current financial standing and our future requirements. Chris has meticulously constructed cashflow models to illustrate his advice. With unwavering support from Chris and his team, we've now successfully implemented the plan. My sole regret is not having enlisted Chris's expertise years ago. I wholeheartedly endorse him and his team without reservation

Mark J.

I have known Chris at Rockwealth for several years. Chris not only provides excellent advice, he takes the time to listen and understand the objectives we have for our family’s future. His recommendations are carefully considered and his personable style makes him a pleasure to work with. Working in a trusting partnership with your IFA is so important and Chris is someone I have complete confidence in.