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.

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

Long Term Care

Values

“Catherine approaches financial services with a holistic approach meaning she fully understands her client’s affairs. She really knows her stuff and brings a refreshing ethos to the financial services world. If you are looking for an IFA I can fully recommend her.”

Gavin McBride

“Catherine makes a real effort to understand her clients’ financial affairs, their personal goals and needs.”

John Hardstaff

“I often glaze over when it comes to issues of financial planning, but Catherine is different. She has an ability to bring the subject to life: with authority, common sense, drive, vision and a remarkably infectious energy”

Mark Currie

For a free initial consultation
call 0330 332 2679