Why working with us is different

As one of the few truly independent financial planning firms, our passion is to empower your happiness through effective financial planning. This ethos is reflected in every aspect of your experience.

Whether you are thinking about retirement, or just starting a family, our expertise will help you optimise your finances and plan for the future.

Assessing and empowering your financial happiness

Our, personal, proactive and practical approach will help you work out how much you actually need, to do the things that make you happy right now, and how much you’ll need for the life you want in the future. Then we help you to work out how to make it happen.

Starting on your journey

On your journey you will have lots of questions and we are here to help answer those questions and help you to find the right path.

We know that planning and preparation are key to achieving financial freedom and happiness. Having a clear vision of what you want to do with the next stage of your life will enable you to develop a financial plan that helps you achieve your goals.

We will work through our 6 steps with you, that you can see here on the Rockwood Financial Solutions wheel. We take the time to understand your needs and objectives, to get to know you, to explore the path you want to take, before we even start discussing the options and helping you to evaluate and make decisions.

We will continue to review your plan with you, to assess and evaluate, celebrating the successes and adjusting for each change that life brings.

Your financial plan is designed to help you live a happy and healthy life and do the things that bring you most joy and a sense of purpose. We want to help you to do that.

Your Financial Freedom Plan

Have a look at our Financial Freedom Plan and get in touch with the team to see if we can help. It is designed to help you to establish your financial goals, assess where you are at the moment and look at where you want to be. Then, we can help you set a plan for moving towards that target.

Get in touch

If you’d like to know more about how Rockwood Financial Solutions can help you and your family, then we’d love to hear from you.  We offer a free initial consultation and all advice is completely impartial. Contact our friendly team on 0330 332 2679 or contact us here.