Your Journey
to Financial Clarity
Good financial planning focuses on fulfilment - helping you lead a happier, richer, more purposeful life. Here's how we make that happen.
Wealth is the ability to fully enjoy life
At rockwealth, we believe financial planning should link you to where you want to be, from where you currently are. Our four-step process is designed to give you clarity, confidence, and a clear roadmap to your goals.
Getting to Know You
Understanding your life and goals
Wealth is the ability to fully enjoy life. Financial planning links you to where you want to be, from where you currently are. In this first phase, we take time to truly understand your situation.
- Personal details and family information
- Career, income, and expenditure
- Savings, investments, and pensions
- Personal insurance and employee benefits
- Your goals, dreams, and concerns
The first meeting is always held at our cost and with no obligation.
Getting to Know You
Financial MasterPlan
Your personal roadmap
We prepare a comprehensive financial MasterPlan tailored specifically to you. This isn't a generic report - it's a detailed roadmap showing exactly how to achieve your goals.
- Income and expenditure analysis
- Net worth calculations
- Risk profiling
- Forecasting and "What if" scenarios
- Tax strategy recommendations
Fixed fees starting from £2,000 depending on complexity.
Financial MasterPlan
Implementation
Making it happen
Once you've approved the plan, we handle everything. Our team manages all the paperwork, provider liaison, and technical details so you don't have to.
- In-depth research and analysis
- Written recommendations
- Evidence-based investment process
- Project management through completion
- Regular progress updates
Fixed fees confirmed before we start - can be paid directly or via your investments.
Implementation
Ongoing Support
Your financial partner for life
Financial planning is an ongoing journey, not a one-time event. As a rockwealth client, you receive continuous support to keep your plan aligned with your evolving life.
- Annual review meeting
- Year-round access to your adviser
- Secure online client portal
- Proactive market updates
- Life event support and plan adjustments
Three clear price bands based on your situation - no hidden costs.
Annual fee bands
For smaller portfolios, percentage fees may work out cheaper - you'll have that option.
Ongoing Support
Can't visit us in person?
We can work with you virtually, wherever you are, while still following the same comprehensive planning process and providing clear ongoing support.
- Video meetings at times that suit you
- Secure document sharing portal
- Same expert advice, delivered digitally
* Transparent ongoing advice fees agreed in advance.
Start with the question that is on your mind
You do not need to arrive with everything organised. Tell us what has changed, what feels uncertain or what you want life to look like next. We will explain whether our Cardiff team can help and what the next step would involve.
