By: Robin Powell
The 2027 pension inheritance tax changes: what families need to think about now
A married couple in their late 70s, with a family home worth around £900,000 and pension savings above £1…
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The financial planning mistake that can cost a fortune (and how to avoid it)
There’s a financial planning mistake that costs people a fortune, yet almost nobody talks about it: your…
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Facts not fear: your best defence against financial media hype
Many people rely on the news for financial guidance, but financial media often operates more like entertainment than a…
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Spooked by market turmoil? You need a financial plan
Remember how you felt when markets fell sharply on 3rd April, after Donald Trump’s announcement of swingeing new tariffs…
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How a financial planner can ease the stress of divorce
The emotional toll of divorce is immense, and the financial consequences can be just as daunting. Without expert guidance,…
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How long will your wealth survive?
We all know the old adage, “you can’t take it with you.” But most of us would like to…
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What is factor investing?
You have have seen or heard the phrase factor investing. But what exactly does it mean? Well, Most…
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Five basic mathematical concepts investors need to grasp
Don’t have a mathematical brain? The good news is, help is at hand. The level of numerical sophistication you…
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Your last gift: eight steps to getting your affairs in order
As anyone who has been through it knows, losing a parent or partner is one the most difficult things…
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Taking the long view can help transform your life
By ROBIN POWELL If there’s one piece of advice I like to give investors it’s to take the…
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Practise gratitude to boost your financial wellbeing
Practising gratitude has been shown to have real mental health benefits, and it can improve our financial wellbeing as…
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Five tips for putting children on the right financial footing
Talking about finances is difficult for many parents, but there are a few simple ways that children can be…
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Six steps to leading a meaningful life
By ROBIN POWELL A common misconception is that financial planning is all about maximising wealth. Of course, you…
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Six tips from Okinawa on how to live to 100
By ROBIN POWELL The number of people in Britain who live 100 has been steadily rising, and, according…
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Seven ways to make the most of your time
By ROBIN POWELL There’s nothing quite like the start of a new year to focus our minds on the…
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Certainty in an adviser is a warning sign
Human beings like certainty. We’re naturally drawn to people with strong opinions, and we often tend to view those…
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Small advice firms vs large ones: how do they compare?
When looking for a financial adviser, should you be put off by the fact that a firm is small?…
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Volatility is an inevitable feature of investing
Volatility in the financial markets of the kind we’ve seen this year can be very unnerving, and it prompts…
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Is financial advice a luxury or a necessity?
With no end in sight to the cost-of-living crisis, people are right to prioritise spending on necessities over luxuries….
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Gifts your loved ones really will thank you for
Take a guess at the Number 1 present people want this Christmas? According to a poll of more than…
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How to become a financial planner
If you want to become a financial planner, there’s a dizzying array of options and an alphabet soup of…
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We need more black financial advisers
Britain has a serious shortage of black financial advisers. It always has done. As ROBIN POWELL explains, the time…
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Cash flow modelling: peace of mind for life’s journey
By ROBIN POWELL There are all sorts of reasons for using a financial planner, but the most important…
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Don’t leave old age planning until you’re old
Old age is a subject that most of us don’t like to think about. But it’s an important stage…
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Three common myths about sustainable investing
By ROBIN POWELL We’ve all the heard the expression, “Don’t believe what you read in the papers”. It…
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Why I became a virtual vegan
By ROBIN POWELL If you had told me 18 months that, by now, I would be well on…
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A glorious summer of Sussex sport
Like everyone else, we got a bit down about the football. But here at RockWealth, we’re looking forward, not…
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What makes RockWealth different?
There are thousands of financial advice firms in the UK, but none quite like RockWealth. What is it, then, that…
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