About RockWealth
RockWealth is an award-winning Chartered Financial Planning firm that opened for business in Cheltenham in early 2025 following FCA approval. Despite being newly established in Cheltenham, RockWealth is part of a respected UK network of Independent Financial Planners, bringing both fresh energy and established expertise to the Cotswolds region. The firm has earned exceptional client reviews on Trustpilot, with 15 clients already sharing positive experiences praising the team's fast, reliable, and personal service, low costs, efficiency, and friendly approach. One client noted they interviewed seven different firms before choosing RockWealth, impressed by their professionalism and systems.
RockWealth has been awarded both the prestigious Chartered Financial Planner designation and BS 8577 – Framework for the provision of financial advice and planning services, demonstrating their commitment to the highest industry standards. Their Chartered status, held by fewer than 5% of UK advisory firms, signifies ongoing professional development, technical excellence, and adherence to strict ethical standards. The firm specialises in inheritance tax planning, pension advice, investment services, and retirement planning, with particular expertise in helping clients protect wealth for future generations while maintaining flexibility and tax efficiency during their lifetimes.
Located in Ellenborough House on Wellington Street in Cheltenham, RockWealth provides convenient access for clients across Cheltenham and the Cotswolds. Operating on a transparent fee-only basis with no commissions, the firm ensures advice is genuinely independent and aligned solely with client interests. Clients particularly value RockWealth's approach of taking time to truly understand their needs and providing low-cost, efficient service without sacrificing quality. For Cheltenham residents seeking a newly established but award-winning Chartered firm with a commitment to professional excellence, transparent pricing, and personalised service, RockWealth represents an innovative and client-focused choice for financial planning in the region.
Fee Structure
RockWealth operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.