Local financial adviser launches independent wealth management firm RockWealth LLP
PUBLISHED: 10:24 25 March 2014 | UPDATED: 10:24 25 March 2014
Local financial adviser, Tim Horrocks, announced today that RockWealth LLP, a new independent financial advice (IFA) firm based in Imperial Square, Cheltenham, is open for business. The firm’s website is now live and able to provide clients with a choice of investment and wealth management services including a competitive range of individual saving accounts (ISAs). At launch the firm will already manage over £10m funds under management on behalf of 100 clients.
RockWealth will offer its clients face to face financial planning and wealth management with a focus on providing independent advice, completely tailored to individual clients needs. Clients will receive ongoing advice with regular reviews and personalised reports as well as direct access to online technology with sophisticated planning and charting capabilities provided by True Potential, an award winning financial technology supplier.
Tim Horrocks, managing partner, explains:
“Having grown up in Cheltenham I am delighted to be launching this exciting new business right in the centre of the town. The great thing about RockWealth is that our investment clients can be secure knowing that their investments will be carefully managed with regular monitoring and management from experts in the field.
“What makes us different is that clients using RockWealth’s online service get access to all the benefits of full discretionary fund management from a panel of highly experienced fund managers at a cost that is easily accessible to a more average investor”.
RockWealth’s brand new online investment management platform will offer clients access to over 5,000 investment funds and exchange traded funds – supported by several leading discretionary fund managers (DFMs) including Rowan Dartington Signature who also have offices in Cheltenham.
Guy Stephens, managing director of Rowan Dartington Signature, comments:
“We are very proud to be chosen by RockWealth as one of its fund managers. We are excited to be working with a company that, although new to the market, has experience and knowledge at its core. We feel we are the perfect partners for RockWealth and share similar values of exceeding expectations through client service. I am sure our award winning performance in the market place will prove of real value to RockWealth’s clients’’
The RockWealth online investment service and website is available at www.rock-wealth.co.uk for up to date news please follow the social media updates via @rockwealthuk (twitter), linked-in and facebook company pages.