Rockwealth Lake District

We are Rockwealth

A financial planning firm driven by evidence-based investing & fairer fixed fees

Rockwealth is an award-winning and chartered financial planning firm, with a UK network of independent Financial Planners. We are specialists in what we do and offer a distinct proposition of fair fixed fees, investment solutions that work, and real financial planning.

Our approach to investing and financial planning is designed to help maximise your chances for a successful investment experience, helping to provide for a fulfilling life, where you are able to enjoy your hard earned savings, without worrying about running out of money during your lifetime.

Although most of our clients have more than £500,000 of net investable assets, we aim to give everyone the information they need to make better financial decisions.

We also work with the trustees of charities and pension funds.

I set up Rockwealth Lake District as, based on my background and qualifications, I have a very specific view of what I think best practice looks like within Financial Planning, and I wanted more freedom to be able to provide advice for my clients in the manner that I feel serves them best.

To me, proper financial planning always starts with one question. What is the money for?

The pensions, investments, salary, and savings, are just tools to get you from where you are to where you want to go, nothing more, nothing less. Until we know exactly where you’re trying to get to, I can’t tell you how best to get there.

Until I know everything about you, your family, and what you want the rest of your life to look like, I have no right to be recommending any products or investments to you. Once I know what we are trying to achieve, I can then put a plan in place to help you achieve those goals. As part of the plan, I may recommend pensions and investments etc, and if I do, these recommendations will be based on detailed research and academic evidence to ensure that we are doing everything we can to help you make your goals a reality.

When done properly, real financial planning can change people’s lives for the better, and I set up Rockwealth Lake District to bring this kind of planning to the Lake District.

We specialise in 3 main areas.
– Advice around how best to pay for care
– Inheritance tax planning for business owners and farmers
– Retirement planning