Give complex finances one clear direction
Connect investments, retirement income, tax planning and family wealth decisions through an ongoing, goals-led planning relationship.
Managing wealth well means making connected decisions consistently over many years.
We organise assets and liabilities around a cashflow plan, then establish suitable investment, pension and tax strategies. This creates a reference point for decisions such as supporting family, selling a business, retiring or changing the way income is drawn.
Regular reviews keep the strategy relevant. They are an opportunity to rebalance investments, use available allowances and adapt to personal changes - not an invitation to chase short-term market noise.
See how we help families manage and grow their wealth
What we do
Comprehensive wealth management services
Our wealth management service covers all aspects of managing and growing your wealth effectively.
Portfolio Management
Diversified investment portfolios tailored to your risk tolerance and goals, with ongoing monitoring and rebalancing.
Tax Efficiency
Strategic use of ISAs, pensions, and other tax wrappers to maximise your wealth and minimise tax liabilities.
Risk Management
Comprehensive protection planning to safeguard your wealth against unexpected events and market volatility.
Estate Planning Integration
Coordinating with your solicitor to ensure your wealth is structured efficiently for inheritance and succession.
Our process
How we manage your wealth
From initial assessment to ongoing partnership, our structured process ensures your wealth is managed professionally and aligned with your goals.
Assessment
Understanding your wealth
We begin with a comprehensive review of your current financial position, including investments, property, pensions, and tax situation. This helps us understand where you are today and what matters most to you.
Strategy
Your wealth roadmap
We develop a tailored wealth management strategy aligned with your goals. This includes asset allocation recommendations, tax planning opportunities, and a clear plan for growing and protecting your wealth.
Implementation
Putting your plan in action
We execute the agreed strategy, coordinating portfolio construction, tax-efficient wrappers, and any necessary restructuring. All paperwork and provider liaison is handled on your behalf.
Ongoing Review
Active wealth management
Regular reviews ensure your wealth stays on track. We proactively monitor your portfolio, rebalance as needed, and adapt to changes in your circumstances, markets, or tax legislation.
Fees are transparent and agreed upfront. No hidden charges or commission.
Why choose rockwealth for wealth management
Managing wealth effectively requires more than investment knowledge - it demands a holistic understanding of tax, pensions, estate planning, and how everything fits together.
As Financial planners, we're qualified to the highest professional standard. We take time to understand your complete financial picture and coordinate all aspects of your wealth to work efficiently together.
Frequently asked questions
What is the minimum investment for wealth management?
We typically work with clients who have at least £250,000 to invest, though this can include pensions, ISAs, and other investments combined. For smaller portfolios, we may recommend our financial planning service initially.
How often will we review my portfolio?
We conduct formal annual reviews with all wealth management clients. However, we monitor portfolios continuously and will contact you proactively if market conditions or your circumstances require attention between scheduled reviews.
What's included in your wealth management service?
Our service includes portfolio construction and management, tax planning, regular rebalancing, annual reviews, ongoing advice, and access to our team whenever you need guidance. You also receive comprehensive reporting and online access to view your investments.
How do you charge for wealth management?
A fixed annual fee, set by how involved your situation is and the assets we look after. Where a percentage charge would be cheaper for a smaller portfolio, we will explain that option. It usually falls between £2,500 and £10,000+ a year, agreed with you in advance, with no commission and nothing hidden. Platform and underlying fund charges are separate from these advice fees.
Do you manage investments directly?
We design and oversee your portfolio strategy, selecting appropriate investment solutions from the whole market. We use a combination of funds, ETFs, and direct investments depending on your needs, working with leading investment platforms for custody and administration.
What makes your approach different?
As Financial planners, we take a holistic view of your wealth. We don't just manage investments in isolation - we consider your tax position, retirement plans, property, business interests, and estate planning to ensure everything works together efficiently.
Advice in person or online
Our office is based at our Norwich office at St Georges Works, 51 Colegate, Norwich, serving clients throughout Norfolk. Meetings can be held at our office or online - whatever works best for you.
rockwealth Norwich IFA
St Georges Works, 51 Colegate, Norwich, NR3 1DD
Putting the subject in context
How this service fits your wider plan
Wealth management coordinates several moving parts over time. Investments, cashflow, pensions, tax exposure and family objectives need a shared direction and a review rhythm that responds to life changes.
Our primary pages cover wealth and financial planning in Norwich, Norwich investment guidance, retirement strategy for Norwich clients and Norwich inheritance tax planning.
Discover the broader rockwealth Norwich proposition, then read what shapes our advice and how we work with families over the long term.
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.
