RockWealth Brighton Ltd

Independent Financial Adviser  Mocatta House, Brighton, East Sussex, BN1 4DU
First meeting at adviser's own cost
I work directly with all clients. My purpose is to provide evaluation, insight and a financial road map, so people can enjoy the present, and look forward to the future with financial confidence.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Steven Williams
Certified Financial Life Planner/Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

Accreditations
Certified Financial Planner
What our clients say
“Over many years Steven Williams has offered me forward thinking options. He always listens and so understands me and my needs, as they evolve and change through the different stages and challenges of my life”.
Jane Pearce, Edinburgh
“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, London
We have worked with Steven for ten years and he has been integral in planning, guiding and implementing a successful investment plan which allowed us to retire early. He always acted in our best interests and never sought to complicate or undertake changes when they were not wholly justified by detailed evidence. When we started working with Steven we had differing levels of knowledge about investing but Steven worked well with both of us to build understanding, confidence and trust. Steven is an excellent listener and, as a result, he understood our needs and was very flexible in approach when required. Fees were always transparent and agreed upfront. We both highly regard his advice and have recommended Steven to our friends
Andrew Scot, Dorset
Steven is an excellent financial planning advisor. He genuinely wants to provide his clients with a tailored, personal service which suits their short, medium and long term aims. He has a very engaging manner and his passion for mindfulness makes him a much more person centred financial advisor. I have no hesitation in recommending him.
Sue J, Hove
I have been advised by Steven over the past ten years. My initial decision to work with Steven was based on the fact that he works on a fee based structure. This has ensured that in the time we have worked together I have received transparent and honest advice, not influenced by a commission structure. Steven takes time to find out the full picture of one's current life situation and this helps to make informed decisions for investing for future goals. I am very satisfied with the advice I have received from Steven over the last ten years. I would thoroughly recommend him to anyone looking for honest, impartial financial advice with a fee based structure.
Lindsey Irvine, Dorset
We started working with Steven in 2013 and have found his style to be refreshingly different from other financial advisers. He took a genuine interest in our lives, our investing preferences and our needs. He has provided us expert financial advice that helped us achieve our goals. Steven's professional, ethical and caring demeanour gave us confidence that our investment portfolio was in sound hands. The outcome he achieved for us only confirmed this belief. We've recommended Steven to our friends and will continue to do so. Sharmistha & Shitij
Sharmistha L, London
Steven’s advice has been instrumental in helping me make the right choices with regards to investing some money I inherited. Steven made the whole process, easy, accessible and un-scary for an arty type like myself. He took me step by step and taught how to manage my finances myself. He ‘held my hand’ so to speak until I felt confident enough to do things for myself. The questions Steven initially posed really made me think about what’s important for me and how I want to live my life. This really helped in getting an idea about what I wanted the money to do for me. It felt like he really listened and understood what I wanted to achieve and advised me accordingly. He is still always available to answer any questions I have in a language I can understand. Highly recommend, especially if you are someone who is terrified of finances as I USED to be!
Galit M, Brighton
About us

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.

Our services

I listen to people so they can determine what is truly important and what their life purpose is. I want clients to feel empowered and motivated to make meaningful, achievable and effective financial decisions. They can then use their energy to navigate any personal or money obstacles that may arise in future, knowing that their investment strategy will not let them down.

Where to find us
Head office address: Mocatta House, Trafalgar Place, Brighton, East Sussex, BN1 4DU
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 26th July 2021

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