Rockwealth
rockwealth are award winning Chartered Financial Planners & Independent Financial Advisers located in the heart of Cheltenham with offices throughout the UK; Norwich, Leamington Spa, Brighton, Cardiff, Knutsford, Leeds, Aberdeen, Wharfedale, Reading, Edinburgh, Harrogate and the Lake District. We understand that wealth is the ability to fully enjoy life and that true wealth is not so much about money as our life’s experiences, contribution and values. At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you. Financial planning sits at the core of everything we do for our clients. It’s what links them to where they want to be, from where they currently are. We have been awarded the prestigious Chartered Financial Planner designation As an independent, fee-based Chartered Financial Planner firm - trust and professionalism is at the heart of what we do. This means you can be confident you are dealing with one of the UK’s leading Financial Planning firms.
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Verified contacts
22
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- HH
Hetty Hyde-Durrant Cfptm
Certified Financial Planner · Finance & Accounting
EmailPhone - BL
Brandon Lamam Step Affiliate
Director and Chartered Financial Planner · Finance & Accounting
EmailPhone - MV
Mark Vail
Partner · General Business & Management
EmailPhone - MF
Matthew Frary
Director Chartered Financial Planner · Finance & Accounting
EmailPhone - EB
Edward Blackett
Financial Planner · Finance & Accounting
EmailPhone - MB
Melanie Baker
Financial Planning Manager · Finance & Accounting
EmailPhone - SH
Sarah Horrocks
Partner at Rockwealth · Finance & Accounting
EmailPhone
Showing 7 of 22 verified contacts
Top roles at Rockwealth
15 distinct titles indexed · top 10 shown.
- 4director and chartered financial planner
- 2chartered financial planner
- 1certified financial planner
- 1client support manager
- 1director
- 1director & chartered financial planner
- 1director & financial planner
- 1director chartered financial planner
- 1financial planner
- 1financial planning manager
- +5more titles
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