Whether you are looking to start saving for your children’s future education, deposit for a new home, planning for retirement, investing as a business or charity or simply making your money work better for you than in your bank our advisers will help you make more of your money.
The world of investing can seem a bit daunting, particularly if you’re new to it.
Rock Financial Services advisers offer individually tailored advice on your investments based on a review of your personal circumstances and goals. We’ll talk you through our four investment principles; Risk v reward, Diversification, Long-term performance and strong process and governance to help you make more of your money without taking any more risk that you’re comfortable with.
In the modern market there are a wide range of savings and investment vehicles. It pays to choose the right one for you, striking a balance between tax efficiency, potential return, accessibility, risk and reward.
Our advisers will assess all of the above factors with you before making recommendations not just on the most suitable product but also on a diversified investment strategy tailored to fit your reward and risk expectations.
Being part of The Openwork Partnership gives us access to look across the whole market and seek to work with some of the best fund managers in the world. This enables us to offer a best-of-breed approach to use fund managers who are the leaders in their particular field.
Wealth creation and management is an important part of our investment planning process. Our advisers will look to meet regularly with all clients in order to review and ensure the best chance of your objectives being met.
