February 2024 by Albert Wang
The team at RockWealth are refreshingly plain speaking and forthright. We felt at ease knowing thier decades of experience was being deployed to provide us with bespoke financial advice tailored to our specific situation. We highly recommend them to anyone seeking professional, fixed fee financial planners.
October 2023 by Paul Chandler
Very easy to deal with and comprehensive advice given.
August 2023 by Dave Morgan
A thoroughly profession approach to money management.Clear and understandable advise, leaving us confident in our future money management.
March 2023 by Simon Waller
Very friendly company, very helpful. Our investments haven't being doing badly either!Very comprehensive review every year, letting us know what has happened over the past twelve months and giving some predictions for the future.
January 2023 by The-dood
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.
January 2023 by Deborah Lane
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.
July 2022 by Sean Murphy
Rockwealth provide a great service. Rockwealth present investment information in a clear and understandable format. They also publish very interesting newsletters and vlogs that inform and advise.
December 2021 by David Watson
Been looked after in a very professional manner. Regular reviews and current information sent on a regular basis. Very happy with how my portfolio is performing even in this very volatile climate.
November 2021 by Peter Schad
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.
November 2021 by Peter Hansford
Always a 1st class service from Tim at RockWealth
July 2021 by Paul Richards
Rockwealth provide a very personal and professional service. I am a very cautious person and have built up my confidence in Rockwealth over several years, starting with modest investment advice to the point where, with their help, I decided to cash in my company pension in favour of a SIPP, managed by Rockwealth of course!
January 2015 by Manny Brown
Nothing bad to say about RockWealth. Tim and his associates are knowledgeable, polite and concise with their guidance, breaking things down where necessary and providing clearly-defined levels of support and management. Thoroughly recommended for anybody wanting to maximise income and assets.
January 2015 by Steven Wilson
I have been looked after by the individuals in this firm for a long time and have always received timely and helpful advice on my finances. I couldn't recommend highly enough!
