RockWealth LLP

Independent Financial Adviser  3 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB
First meeting at adviser's own cost
Financial planning sits at the core of everything we do for our clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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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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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 30th November 2020
Meet our advisers
Tim Horrocks
Managing Partner

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

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 qualification helps advisers develop and demonstrate their financial planning capabilities.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Mark Vail
Partner | Chartered Financial Planner

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered Financial Planner
Matthew Horrocks
Partner | Financial Planner

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

About us

We understand that wealth is the ability to fully enjoy life and that true wealth is not so much about money as our life’s experiences, contribution and values.

At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you.

Financial planning sits at the core of everything we do for our clients. It’s what links them to where they want to be, from where they currently are.

We have been awarded both the prestigious Chartered Financial Planner designation and BS 8577 – Framework for the provision of financial advice and planning services by Standards International UK.

BS 8577 is a new British Standard that assesses and awards financial planning firms who can demonstrate that they have the operational framework to deliver a first class service to their clients.

Your needs are at the heart of our business and this is why we are committed to a process of ongoing assessment which ensures that our processes and services are continually assessed by an independent certification body on an annual basis.

Our services

At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you.

Where to find us
Head office address: 3 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
10/10
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FCA authorised
Last authorised 30th November 2020

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