RockWealth - IFA - Chartered Financial Planners - Cheltenham

Introduction to RockWealth - IFA - Chartered Financial Planners

Located in the heart of Cheltenham at 3 Imperial Square, RockWealth - IFA - Chartered Financial Planners stands out as a trusted advisor for those seeking to manage and grow their financial future. With a commendable rating of 5/5 based on 22 reviews on Google My Business, RockWealth has established itself as a preferred choice for financial planning services in the United Kingdom. This document aims to highlight their key features, location details, and provide essential information for anyone considering their services.

Location and Contact Information

Address: 3 Imperial Square, Cheltenham GL50 1QB, United Kingdom

For those needing to reach out, RockWealth can be contacted via phone at 1242505505. Their website, rock-wealth.co.uk, serves as a comprehensive resource for potential clients seeking more information about their services and expertise.

Specialties and Services

As Chartered Financial Planners, RockWealth specializes in providing personalized financial planning services. Their expertise includes:

• Comprehensive financial planning tailored to individual needs
• Strategic investment advice to grow your wealth
• Retirement planning to ensure a comfortable future
• Guiding clients through complex financial decisions with clarity and confidence

Facilities and Accessibility

Clients visiting RockWealth for the first time can appreciate their commitment to accessibility. The office is wheelchair accessible, ensuring that everyone can receive the expert advice they need. In addition to this, they offer basic facilities including a restroom that is also wheelchair accessible, adding to their inclusive service offering.

Client Experiences and Opinions

The overwhelmingly positive feedback from clients is a testament to RockWealth's commitment to excellence. Many have reported feeling supported from the outset, with clear and effective financial planning advice that not only addresses present needs but also forecasts future scenarios. The average opinion of 5/5 on Google My Business underscores the high level of satisfaction among their clientele.

Conclusion and Recommendation

For anyone in the UK seeking professional financial planning guidance, RockWealth - IFA - Chartered Financial Planners is well worth considering. Their reputation, accessibility, and the high regard in which they are held by their clients make them an ideal partner for your financial journey. To learn more about their services, explore their website at rock-wealth.co.uk. Don't hesitate to reach out - your financial future could be just a phone call or click away.

This structured presentation highlights RockWealth's key strengths and invites prospective clients to engage with them directly, ensuring they have all the information needed to make an informed decision.

👍 Reviews of RockWealth - IFA - Chartered Financial Planners

Tony P.

5/5

I have been with Rockwealth for three years and very happy with their service. Right from the start they were very friendly and helpful. I feel my pension funds are in the right place which I can easily monitor. Rockwealth advice has been very good helping me plan out my finances for now and the future.

Kevin T.

5/5

I have known Nick Hutchings for 10 years, since we met at the local gym in Wokingham and struck up a friendship. For several years we hosted a co-working group together and found that we were a complementary partnership - Nick is always calm and collected but great fun to be around. Over the years ,we discovered a joint interest in building long term business relationships through coaching - in Nick's case on the topics of finance, lifestyle and retirement planning. When our previous financial advisor retired, a few years ago, my wife and I met with Nick as prospective clients for the first time. Well, I can honestly say, that both of us wish we had engaged his services 10 years earlier - Nick's advice has been invaluable in helping me prepare for my eventual retirement. He really is much more than a financial advisor - Nick's coaching approach makes me stop and think about the decisions that will have an important impact on my life after work. Thank you!

Xiaoling Y.

5/5

I've been working with Rockwealth for the past few years, and I couldn't be happier with the service they've provided. From the very beginning, their team has been professional, knowledgeable, and always ready to offer personalized financial advice tailored to my needs. They've helped me navigate through various financial decisions with clarity and confidence, and I truly feel like they have my best interests at heart. The team at Rockwealth (Tim Horrocks, Ed Blackett and Kieran Allen) is not only responsive but also proactive, keeping me informed and helping me stay on track with my financial goals. I highly recommend their services to anyone looking for trustworthy and expert financial guidance!

Diana C.

5/5

I have been using Rockwealth and Ed Blackett as my Financial Advisor for a couple of years. Advice and planning is explained clearly and always kept well informed. Would highly recommend.

Sarah D.

5/5

I followed Nick Hutchings to Rockwealth after he moved from another firm. That decision was never in doubt, because Nick is a key figure in my life who has helped me through the stressful financial changes of retirement, and who gives me great confidence in future planning as I get older. Together we consider issues like inheritance, potential care costs, different ways of saving/investing, and the big one - "How much money will I need to sustain the rest of my life?"
But Nick doesn't only give me advice - he has also taught me so much about how to "see" money; I've had a major education about all this in the last few years and can even talk knowledgeably now myself about bonds, equities and annuities (etc) and other stuff that used to terrify me! There are moments when I hear Nick's voice in my ear advising me "not to let the tax tail wag the dog" and other Nick "chestnuts". 🙂 The confidence this has given me has been transformative, and knowing he would be there for my family if anything happened to me, gives me great peace of mind.
I should also of course say that before I followed Nick to Rockwealth I spent time absorbing their website and, particularly, their values and approach. I liked what I saw very much. With Nick/Rockwealth I feel in very safe hands. Thank you!

Peter S.

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 L.

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.