From what matters today
to a plan for tomorrow
We turn the moving parts of your financial life into four understandable stages, from a no-obligation first conversation to long-term support.
A structured process for turning priorities into informed decisions
At rockwealth Norwich IFA, planning begins with your life rather than a product. We connect income, spending, pensions, investments, tax and family priorities, then revisit the plan as circumstances change. Learn more about our Norwich firm, meet the people behind your advice or review how our fixed fees work.
Getting to Know You
Understanding your life and goals
Our Norwich planning relationship starts with listening. We explore where you are now, the people and priorities that shape your decisions, and what you want your wealth to make possible before discussing solutions.
- Personal details and family information
- Career, income, and expenditure
- Savings, investments, and pensions
- Personal insurance and employee benefits
- Your goals, dreams, and concerns
The first meeting is always held at our cost and with no obligation.
Getting to Know You
Financial MasterPlan
Your personal roadmap
We bring the information together in a personal Financial MasterPlan. Cashflow modelling and carefully tested scenarios help you understand the choices available, the trade-offs involved and the actions most likely to move you towards your goals.
- Income and expenditure analysis
- Net worth calculations
- Risk profiling
- Forecasting and "What if" scenarios
- Tax strategy recommendations
Fixed fees starting from £2,000 depending on complexity.
Financial MasterPlan
Implementation
Making it happen
When you are comfortable with the recommendations, our team coordinates the practical work. We manage research, paperwork and provider communication, while keeping you informed as the agreed plan is put into place.
- In-depth research and analysis
- Written recommendations
- Evidence-based investment process
- Project management through completion
- Regular progress updates
Fixed fees confirmed before we start - can be paid directly or via your investments.
Implementation
Ongoing Support
Your financial partner for life
Lives, tax rules and markets change, so a useful plan cannot stand still. Ongoing meetings and year-round access help keep your strategy relevant as retirement approaches, family needs evolve or new opportunities emerge.
- Annual review meeting
- Year-round access to your adviser
- Secure online client portal
- Proactive market updates
- Life event support and plan adjustments
Three clear price bands based on your situation - no hidden costs.
Annual fee bands
For those with smaller portfolios, percentage fees can work out cheaper. If that applies in your case, you will have that option.
Ongoing Support
Meet in Norwich or work with us online
The same four-stage approach can be delivered virtually when that suits you better. Start at our Norwich financial advisers homepage or explore how the process supports joined-up financial planning, retirement decisions, pension choices and long-term investment advice in Norwich.
- Video meetings at times that suit you
- Secure document sharing portal
- Same expert advice, delivered digitally
* Transparent ongoing advice fees agreed in advance.
Start with the question that is on your mind
You do not need to arrive with everything organised. Tell us what has changed, what feels uncertain or what you want life to look like next. We will explain whether our Norwich team can help and what the next step would involve.
