What we do?
Where do you sit in the Rockwood Family Tree?
Financial priorities can change depending on what stage of life you are at. Are you a homeowner? Are you starting a family? Are you nearing retirement? Are you selling your business? Are you looking at pension options? Are you worried about inheritance tax?
Whatever your current situation, we can help. Find out where you fit into our Rockwood Family Tree and take a look at how our services can benefit you.
Do any of our case studies sound familiar?
If you identify with any of our case studies then take a closer look at how we created a financial strategy that worked. We can do the same for you.
It doesn’t matter what state your finances are currently in, or how confusing your situation may be. We’ll work with you to put realistic measures in place that prepare you for the future you want and protect your assets.
Click on a case study to find out more about how Rockwood can provide solutions that work or contact our team here.
Ms Long Term Care
Mr & Mrs Estate Planning
Mrs Pensions Freedom
Mr Draw Down
Mr & Mrs Owner Managed Business
Mr & Mrs Young Family
We provide a comprehensive, friendly service and create bespoke financial strategies and solutions based on your individual needs. Our advisers offer a range of expertise but we specialise in the following areas:
Pensions & Retirement Advice
Investment Advice
Lifestyle Protection Advice
Corporate Advice
Tax Planning
Trusts & Charities