It’s about creating and protecting the life you have, and the future you are seeking.
It’s not about just buying products like pensions or funds, it is about helping you to achieve your goals and aspirations.
I create trust-based and transparent relationships founded on the detailed measurement of what really matters. We then work together to design a financial plan to fit each unique life, which together we develop and nurture over the years, to stand the test of time.
Here at RockWealth, we believe in patiently building long-term relationships with our clients, founded on trust and total transparency.
Research by the asset management company Vanguard has shown that having such a relationship can add, on average, around 3% a year to the value of your portfolio. Purely in financial terms, compounded over years of investing, that could make a very substantial difference.
The world is changing and so are we.
The nationwide lockdown in response to the Coronavirus pandemic has hastened the trend towards video conferencing and working from home.
There will always be those who prefer to meet their financial adviser in person. But what if you live far away from the nearest RockWealth office? Or perhaps you simply prefer the convenience of working with us from the comfort of your own home?
Either way, our pioneering new service RockWealth Online is for you. The process and the level of service are exactly the same as they are for all of our clients, and you’ll still have all the benefits of meeting us face-to-face.
All you need is a laptop, tablet or smartphone that supports video conferencing and access to the internet.
Wherever you are in the UK, access to world-class, evidence-based financial planning is only a click away.
Financial advisers often focus on investment market predictions or fund performance history. Unfortunately, the evidence shows time and time again it is virtually impossible to predict future investment returns with any degree of consistency.
I ignore market noise. I simply focus on using the evidence that is always on view, to create financial plans that are disciplined and reflect what we can all see and understand.
“Steven gave me the confidence to make one of the most radical decisions of my life (early retirement). He was as aware of the emotional aspects of the decision as he was with the financial factors. Work seems a lifetime ago. I have never looked back. I am very grateful.”
Stephen Burley