RockWealth

RockWealth is a financial planning firm that focuses on evidence-based investing to assist clients in achieving their financial goals. They provide financial advice and services, ensuring clients are informed about their investment options.
  • Investment advice
  • Financial planning
  • Evidence-based investing
Size
Small
Phone
N/A
Website
norwichifa.co.uk
Email
N/A
Locations
St Georges Works, 51 Colegate, NR3 1DD
01603542080
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Financial Planning by TaxAssist
Financial Planning by TaxAssist offers tailored, independent financial advice delivered by highly qualified and friendly planners.
Company Details
RockWealth is operated by Rockwealth (Norwich) Ltd and is a Active company incorporated on 21 August 2019 with the registered office located in Norwich, Norfolk. Rockwealth (Norwich) Ltd was registered 6 years ago.
Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
3
Turnover
Unreported
Total Assets
£163.72K
Cash in Bank
Unreported
Total Liabilities
-£26.46K
Bernice Frary
Director • British • Lives in England • Born in Mar 1969
Matthew Frary
Director • British • Lives in UK • Born in Feb 1969
Mr Matthew Frary
PSC • British • Lives in UK • Born in Feb 1969
Mrs Bernice Frary
PSC • British • Lives in England • Born in Mar 1969
More information on Rockwealth (Norwich) Ltd
Teams
All
15
Management
10
Customer Service
3
Other
4
Mark Vail FPFS
Partner • Joined Feb 2016
Lloyd Davies
Owner & Chartered Financial Planner • Joined Mar 2022
Sarah Horrocks
Partner At Rockwealth • Joined Jan 2018
Matthew Horrocks
Partner / Financial Planner • Joined Jul 2013
Matt Kiddle
Director • Joined Dec 2024
Alex Au-Yeung
Client Relationship Manager • Joined Mar 2024
Claire McDonald
Client Support Manager • Joined Jan 2023
Matt Millard Dippfs Pfe(Pip)®
Director & Financial Planner • Joined Feb 2021
Robin Powell
Head Of Client Education • Joined Jan 2018
Matthew Frary APFS
Director | Chartered Financial Planner • Joined Sep 2019
Mark Vail FPFS
Partner • Joined Feb 2016
Sarah Horrocks
Partner At Rockwealth • Joined Jan 2018
Matt Kiddle
Director • Joined Dec 2024
Claire McDonald
Client Support Manager • Joined Jan 2023
Matt Millard Dippfs Pfe(Pip)®
Director & Financial Planner • Joined Feb 2021
Robin Powell
Head Of Client Education • Joined Jan 2018
Mark Roe FPFS
Director & Chartered Financial Planner • Joined Nov 2023
Chris Wallsgrove Ba(Hons) FPFS
Director And Chartered Financial Planner • Joined Apr 2021
Tom Redmayne ? Chartered Financial Planner ?
Chartered Financial Planner • Joined May 2024
Edward Blackett
Financial Planner • Joined Oct 2021
Alex Au-Yeung
Client Relationship Manager • Joined Mar 2024
Claire McDonald
Client Support Manager • Joined Jan 2023
Robin Powell
Head Of Client Education • Joined Jan 2018
Lloyd Davies
Owner & Chartered Financial Planner • Joined Mar 2022
Matthew Horrocks
Partner / Financial Planner • Joined Jul 2013
Matthew Frary APFS
Director | Chartered Financial Planner • Joined Sep 2019
Nick Hutchings ??experienced Financial Planner??
Director And Chartered Independent Financial Planner • Joined Jan 2024
View 15 members