RockWealth Reviews 16

I have had the pleasure of working with David Bowen who runs the Edinburgh Office for Rockwealth for the past 18 months. As well as saving a very significant sum on adviser fees with RWs fixed cost approach, having an adviser who is truly agnostic when it comes to product choice is something that I truly appreciate. The software, projections and reports that Dave has produced for us are very helpful and reassuring. I have no hesitation in highly recommending Rockwealth Edinburgh and David Bowen.

Have been working with RockWealth for 6 months and very happy with advice, but more importantly the thinking behind it. I've found the team to provide fast, reliable and personal service.

My wife and I have used the services of Mark Vail for financial advice for many years to manage our pension and other investments. He and the team at RockWealth have always taken the time to understand our financial needs and provide a low cost and very efficient and friendly service.

We have found the service provided by RockWealth to be excellent. Matthew Horrocks is advising us on our pension investments and the information and advice he provides is straightforward, professional and first class.
There is no doubt that Matthew has our best interests at heart in all our dealings and we look forward to continuing our relationship with Matthew and RockWealth.

Sean and Tracey Murphy

Following a health scare I made a decision to consolidate all my DB pensions into one SIPP to ensure my Wife and family have access to the full 100% of the SIPP benefit . After interviewing seven different firms I decided to proceed with Rockwealth as my IFA. I was very impressed with their professionalism and system set up, Tim made the discussion analysis of provided as well as the ease of understanding both the risk options available and forecasting potential growth benefit moving forwards and tailored my investments accordingly. Couldn't be happier!

I was unsure whether I could financially afford to retire early and I wanted a retirement plan with figures I could trust in order to go ahead. My wife and I visited Matthew at RockWealth and were immediately impressed by the professionalism and understanding of what we needed. We were helped with expected expenditure on retirement, what our needs would be, risk, and what to do with our multiple pension plans. All of this was used by RockWealth to create a financial pension plan which was presented to us, discussed with us, and tweaked as a result. We were and remain particularly impressed by the safeguards built into the model - for example potential stock market falls, needs for capital at various times etc. which made us comfortable that RockWealth were not over estimating the potential returns.
The continued services of RockWealth are first class, with follow up meetings and emails to monitor and make adjustments to the plan as and if required, together with general financial newsletters. Overall excellent.

Rockwealth provide an excellent service in a manner that is professional, accessible and engaging.

An Excellent Company They Deserve to do Well

I spent considerable time looking for replacement financial advisors as had considerable trouble with the last company and can honestly say Tim and his team are superb, thoroughly genuine, clear and straight forward they are a credit to their profession and I have no hesitation in recommending them to anyone considering meeting or investing with them.

Excellent
Tim has been great. He is patient, quick to respond, and has provided us with good sound financial advice. Nothing is too much trouble and we have no hesitation in recommending him and RockWealth

In my experience RockWealth provide a flexible, professional and friendly service that is tailored to my individual needs. They are currently managing my investments for me and advising on the best options for my pension. I expect to transfer out of my current employers DB scheme into a SIPP to be managed by RockWealth - that's how much I trust them!

Honest, reliable service. Use of up to date research on investing. For financial advice look no further.

After deciding to get my finances in order, I came across Rockwealth and I am so glad I did!

Right from the first meeting, Matthew and his team have explained everything clearly in a calm and relaxed manner. At the beginning, their tailored information packs clearly showed my choices and helped me make informed decisions.

Ongoing communication has been fantastic and nothing has been too much trouble for them. Matthew has gone over and above what I would have expected from a financial advisor and I could not be happier with their service

“Tim Horrocks has looked after my financial investments for many years, firstly advising on saving strategies during working life and then on through to creating a successful, personal retirement portfolio.

For sound, honest and realistic advice then look no further, Tim is a credit to his profession and comes highly recommended.”

Peter Hansford

I entrusted Rock Wealth to invest and look after my Finance Interests and can honestly declare that the company has always acted exceedingly well on my behalf. There is always some-one on hand to answer any queries and promptly deal with anything I ask. Mark Vail has in particular been my advisor, I trust him implicitly. In his absence (holiday/etc). There is always a person to take over and make sure that my Portfolio is running smoothly. Staff are efficient and charming.

Our Chartered Accountant recommended RockWealth some years ago and we are glad she did. We have had excellent service from Tim and his team-prompt, clear, sensible, courteous, highly professional-in fact they have been faultless and we cannot speak too highly of them. Family members have engaged them as well and share our regard for what they do and how they do it.
We strongly recommend Tim and his team without hesitation.

Honest and impartial advise, with a complete understanding of my instructions and financial position.

I would not hesitate in recommending this company when considering your stable and sustainable financial future.

Dave Morgan
Fenster Commercial Ltd