Cheshire IFA
driven by evidence-based investing & fairer fixed fees
RockWealth is a network of financial planning firms that specialise in evidence-based investing.
Our aim is to give everyone support and information to make better financial decisions for their future. Most of our clients have large net investable assets and we work with trustees of pension funds and charities.
FINANCIAL SERVICES
At rockwealth, building long-standing relationships with our clients is so important to us and we found these on total transparency, trust and understanding.
At rockwealth, building long-standing relationships with our clients is so important to us and we found these on total transparency, trust and understanding.
Big questions
Goals are important, there is no denying that, but the problem is most people don’t actually know what their goals are when financial advisers talk about them. The big questions that really matter often don’t get considered as life can get so hectic.
Discovery
An initial discovery consultation is offered at our cost.
Research & Recommendation
Your fee for this service is a fixed minimum of £1,500.
This fee is due upon completion and delivery of your Financial MasterPlan which contains all our tailored recommendations for you. If more complex and in-depth advice is required then we reserve the right to charge a higher fee, but this will always be agreed with you in advance.
Policy & Implementation
We work on a fixed fee basis subject to a minimum of £1,500.
We will not exceed our fixed fees without telling you first.
Ongoing Service
We will agree separately the level of on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our costs are subject to a £1,875 per annum minimum.
FINANCIAL INSIGHTS
Engagement and sharing knowledge are the cornerstones of our success.