Norwich financial planning firm driven by evidence-based investing & fairer fixed fees
RockWealth is an evidence-based financial planning firm.
Based in Norwich, we serve clients across the UK.
We aim to provide everyone with the information they need to make sound financial decisions.
FINANCIAL SERVICES
Our approach
Financial advisers always discuss goals. The challenge is, despite the importance of goals, people often don’t really know what their goals are. In today’s hectic society, the questions that really matter are not always given the consideration and emphasis they need.
ADVISOR PROCESS & FEES:
1. Initial Discovery
An initial discovery consultation is offered in Norwich at our cost.
FIXED FEE FINANCIAL ADVICE:
2. Research & Recommendation
Your fee for this service is fixed at a minimum of £1,500.
The fee is due upon completion and delivery of your Financial Master Plan (contains all our tailored recommendations for you). If more in-depth advice is required, we may have to charge a higher fee, but this will always be agreed with you in advance.
FINANCIAL ADVISERS:
3. Policy & Implementation
We work on a fixed fee basis subject to a minimum of £1,500.
We will not exceed our fixed fees without telling you first.
PROCESS & FEES:
4. Ongoing Service
We will agree separately the level of on-going services at the time of, or prior to, making our recommendation(s) to you. Typically, our costs are subject to a £1,875 per annum minimum.
UPDATES & INSIGHTS
Engagement and sharing knowledge are the cornerstones of our success.