RockWealth Brighton Ltd

We are presented with a wide variety of money related issues. Some people are looking for help with long term care funding or estate planning, or reviewing the investment strategy under  their ISA's, others want advice about consolidating old pension plans, because they are concerned about the level of charges, fund performance or how they can invest in a way that reflects their values. 

Lots of people will be starting to think about when will they be able to afford to retire and wondering how much money they are going to need to save so they can enjoy a comfortable lifestyle.

Whilst all these concerns are undoubtedly very important, it is more critical to find out what they really want from life. Once we fully understand this, we can then talk about how their money can support them.

That’s why everything I do is designed to help clients to lead the lives they truly want to and maximise their joy and fulfilment in life.

RockWealth differs from most financial planning firms; we offer fixed fees and our investment philosophy is based entirely on evidence, with an environmental, social governance (ESG) underpin. Not on market speculation.