Financial Products (Direct) in Cheltenham
3 Imperial Square
Cheltenham
Gloucestershire
GL50 1QB
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed
The Chartered Insurance Institute
Retirement Planning •Investing for Income and Growth •Building and Preserving Capital •Corporate Financial Planning •Personal Protection against sickness and/or death
RockWealth is a firm of professional independent advisers specialising in wealth management and creation on behalf of professionals, business owners, entrepreneurs and trust funds.
Our goal is always to strive to excel and surpass expectations in everything we do from investment performance to ensuring all our clients receive the highest standards of customer service, completely tailored to their needs.
We independently select the most appropriate products and services from across the whole of the market and we employ the highest calibre of discretionary fund managers to independently monitor all our clients' investments. They in turn have access to over 5,000 investment funds and exchange traded funds selected on the basis of excellent track records based on intensive ongoing research.
We provide a full range of online and face to face investment services with a broad choice of advice and payment options
2014
We've found the service and approach to dealing with very important and personal subjects excellent. We now have complete peace of mind and we would not hesitate to recommend to our friends and family!
John Edwards - 06/11/2009 | report this review
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