RockWealth - IFA - Chartered Financial Planners

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3 Imperial Square
GL50 1QB Cheltenham, United Kingdom
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RockWealth - IFA - Chartered Financial Planners Company Information

General information

RockWealth is a firm of professional independent financial advisors specialising in wealth management and creation on behalf of professionals, business owners, entrepreneurs and trust funds.

Regulated by the Financial Conduct Authority (FCA), RockWealth is run by individuals with more than 10 years individual industry experience who are commited to the ongoing study of chartered professional financial planning practices.

Our goal is always to strive to excel and surpass expectations in everything we do from investment performance to ensuing all our clients receive the highest standards of customer service, completely tailored to their needs.

We independently select the most appropriate products and services from across the whole of the market and we employ the highest calibre of discretionary fund managers to independently monitor all our clients’ investments. They in turn have access to over 5,000 investment funds and exchange traded funds selected on the basis of excellent track records based on intensive ongoing research.

From launch in 2014 we will be providing a full range of online and face to face investment services with a broad choice of advice and payment options.

RockWealth LLP is Authorised and Regulated by the Financial Conduct Authority. We are entered in the FCA's register under reference 610181. http://www.fca.org.uk.
Partnership Number: OC387227

The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This page is not personal advice based on your circumstances. So you can make informed decisions for yourself we aim to provide you with the best information, best service and best prices. If you are unsure about the suitability of an investment please contact us for advice.

3 Imperial Square Cheltenham

Opening hours
Monday:
09:00 - 17:30
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Parking
The company has a parking lot.
Phone number
+441242505505
Linki
Social Accounts
Keywords
financial planner, financial consultant

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