RockWealth
RockWealth is a chartered and certified financial planning firm that focuses on evidence-based investing and fixed fees. They provide financial planning services to clients.
- Pensions
- Financial planning
- Retirement planning
- Sustainable investing
- Inheritance tax planning
- Not-for-profit consulting
- Corporate planning services
Locations
Digital Popularity
Social Media
LinkedIn1,067 Followers
Competitors
Sterling & Law is a firm of independent financial advisers offering wealth planning advice to clients at various stages of their lives.
Piercefield Oliver is a Chartered and Accredited Financial Planning Firm that provides comprehensive financial advice to individuals and families.
Gemini Financial Planning offers independent financial solutions tailored to meet the unique needs of individuals, families, and businesses.
Company Details
RockWealth is operated by Rock Wealth LLP and is a Active company incorporated on 13 August 2013 with the registered office located in Cheltenham, Gloucestershire. Rock Wealth LLP was registered 12 years ago.
Status
Active
Size
Micro
Directors
10
Age
12 years old
Employees
3
Turnover
Unreported
Total Assets
£292.44K
Cash in Bank
£20.12K
Total Liabilities
-£170.4K
Teams
15
7
3
3
4
Partner • Joined Feb 2016
Owner & Chartered Financial Planner • Joined Mar 2022
Partner / Financial Planner • Joined Jul 2013
Partner At Rockwealth • Joined Jan 2018
Director • Joined Dec 2024
Client Relationship Manager • Joined Mar 2024
Client Support Manager • Joined Jan 2023
Director & Financial Planner • Joined Feb 2021
Head Of Client Education • Joined Jan 2018
Director | Chartered Financial Planner • Joined Sep 2019
Partner • Joined Feb 2016
Partner At Rockwealth • Joined Jan 2018
Director & Financial Planner • Joined Feb 2021
Director & Chartered Financial Planner • Joined Nov 2023
Director And Chartered Financial Planner • Joined Apr 2021
Financial Planner • Joined Oct 2021
Chartered Financial Planner • Joined May 2024
Client Relationship Manager • Joined Mar 2024
Client Support Manager • Joined Jan 2023
Head Of Client Education • Joined Jan 2018
Director • Joined Dec 2024
Client Support Manager • Joined Jan 2023
Head Of Client Education • Joined Jan 2018
Owner & Chartered Financial Planner • Joined Mar 2022
Partner / Financial Planner • Joined Jul 2013
Director | Chartered Financial Planner • Joined Sep 2019
Director And Chartered Independent Financial Planner • Joined Jan 2024
View 15 members