rockwealth
Rockwealth is a chartered financial planning firm based in Leamington Spa that assists clients in managing their assets. They utilize an evidence-based investment philosophy to aim for cost reduction and optimal positioning of clients' portfolios for future returns.
- Pensions
- Investing
- Financial planning
- Corporate planning
- Retirement planning
- Inheritance tax planning
Locations
Digital Popularity
Social Media
LinkedIn1,067 Followers
Competitors
Beauchamp Wealth Ltd is a financial advisory firm based in Leamington Spa, specialising in wealth management for both individual and corporate clients.
Godiva Wealth Management is an independent financial advisory company based in Leamington Spa, Warwickshire.
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Company Details
rockwealth is operated by West Pharmaceutical Services Cornwall Limited and is a Active company incorporated on 9 April 1968 with the registered office located in London, Greater London. West Pharmaceutical Services Cornwall Limited was registered 57 years ago.
Status
Active
Size
Medium
Directors
8
Age
57 years old
Employees
207
Turnover
£52.84M
Total Assets
£52.41M
Cash in Bank
£24.26M
Total Liabilities
-£12.6M
Teams
15
10
3
4
Partner • Joined Feb 2016
Owner & Chartered Financial Planner • Joined Mar 2022
Partner At Rockwealth • Joined Jan 2018
Partner / Financial Planner • Joined Jul 2013
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 • Joined Dec 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 Nov 2023
Director And Chartered Financial Planner • Joined Apr 2021
Chartered Financial Planner • Joined May 2024
Financial Planner • Joined Oct 2021
Client Relationship Manager • Joined Mar 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