Evidence-based financial planning
Enjoy the present and invest for the future
Our evidence-based investment philosophy is designed in a disciplined way to consistently capture market returns but without shocks.
We include investment factors that have positive environmental, social and governance characteristics.
Our evidence-based investment philosophy is designed in a disciplined way to consistently capture market returns but without shocks.
We include investment factors that have positive environmental, social and governance characteristics.
Financial Planning
Investing
Pensions and Retirement
Pensions
Retirement planning
Inheritance Tax Planning
Inheritance tax planning
Estate preservation
rockwealth Locations
Supporting the Environment
Supporting Society
Not-for-profit
Our approach
We work with people; couples, families, business owners, entrepreneurs and decision-makers, who want to live their lives on purpose.
We offer them the expert guidance they need to expand what it is possible to achieve with their money. Allowing their aspirations to blossom and flower.
ADVISER PROCESS & FEES:
1. Initial Discovery
An initial discovery consultation is offered in Brighton at our cost.
FIXED FEE FINANCIAL ADVICE:
2. Research & Recommendation
Your fee for this service is fixed at a minimum of £1,500.
The fee is due upon completion and delivery of your Financial Master Plan (contains all our tailored recommendations for you). If more in-depth advice is required, we may have to charge a higher fee, but this will always be agreed with you in advance.
FINANCIAL ADVISERS:
3. Policy & Implementation
We work on a fixed fee basis subject to a minimum of £1,500.
We will not exceed our fixed fees without telling you first.
PROCESS & FEES:
4. Ongoing Service
We will agree separately the level of on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our costs are subject to a £1,875 per annum minimum.