RockWealth Leamington IFA - Leamington Spa

Address: 16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY, United Kingdom.
Phone: 1926969010.
Website: leamingtonifa.co.uk
Specialties: Financial consultant, Financial planner, Investment service.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible seating, Wheelchair accessible restroom, Restroom, Paid street parking.
Opinions: This company has 30 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of RockWealth Leamington IFA

☎️1926969010

⏰ Open Hours of RockWealth Leamington IFA

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Okay, here's a comprehensive overview of RockWealth Leamington IFA, presented in a formal and helpful tone, adhering to your specifications:

RockWealth Leamington IFA: A Trusted Financial Partner

RockWealth Leamington IFA is a highly regarded independent financial advisory firm dedicated to providing comprehensive and personalized financial solutions. They operate from a convenient location in Leamington Spa, Warwickshire, and have established a strong reputation for delivering expert guidance and support to clients seeking to optimize their financial well-being. The firm’s primary focus centers around offering a complete suite of services, encompassing financial consulting, detailed financial planning, and tailored investment services.

Location and Accessibility

RockWealth Leamington IFA is strategically situated at 16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY, United Kingdom. Their commitment to accessibility is evident in their facilities. The firm boasts a wheelchair accessible parking lot, wheelchair accessible seating, and a wheelchair accessible restroom, ensuring that individuals with mobility limitations can comfortably access their services. Furthermore, paid street parking is readily available nearby.

Services Offered & Expertise

RockWealth Leamington IFA distinguishes itself through its experienced team of professionals. They specialize in assisting clients with a wide range of financial matters, including retirement planning, investment management, pension reviews, and estate planning. The firm's approach is characterized by a deep understanding of individual circumstances and a commitment to developing bespoke strategies aligned with each client’s unique goals and risk tolerance. They prioritize building long-term relationships based on trust and transparency.

Client Feedback & Reputation

The firm maintains an active online presence, with 30 reviews available on Google My Business. Notably, the average rating is an impressive 5/5, reflecting a consistently positive client experience. This high level of satisfaction suggests a dedication to client service and a demonstrable ability to deliver valuable results. Clients frequently cite the team’s approachable demeanor and extensive knowledge as key strengths. It appears a substantial number of clients have benefited greatly from their support regarding complex life decisions, particularly those related to retirement and its associated financial implications.

Contact Information & Resources

Address: 16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY, United Kingdom
Phone: 1926969010
* Website: leamingtonifa.co.uk

Concluding Recommendation

For individuals seeking a reliable and knowledgeable partner to navigate the complexities of their financial future, RockWealth Leamington IFA presents an excellent choice. Their commitment to accessibility, combined with their proven expertise and overwhelmingly positive client feedback, makes them a compelling option. We strongly encourage anyone considering a financial consultant, financial planner, or investment service to explore the resources available on their website at leamingtonifa.co.uk and schedule a consultation. Taking the first step towards securing your financial well-being is a valuable investment, and RockWealth Leamington IFA is well-positioned to guide you every step of the way.

👍 Reviews of RockWealth Leamington IFA

RockWealth Leamington IFA - Leamington Spa

T S.

5/5

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.

Andrew B.

5/5

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!

Gina G.

5/5

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.

Nathalie A.

5/5

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.

5/5

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.

5/5

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.

5/5

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.

5/5

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.