rockwealth Financial Advisers
RF
Financial Advisors
rockwealth Financial Advisers
3 Imperial Square, Cheltenham GL50 1QB
# rockwealth Financial Advisers
rockwealth is a Cheltenham-based independent financial advisory firm specialising in evidence-based investing and comprehensive financial planning. They serve clients seeking alignment between their wealth management and personal life goals, moving away from product-focused traditional advice towards a values-driven approach.
The firm distinguishes itself through several key differentiators. Their investment philosophy is grounded in 60+ years of academic research, rejecting active investing in favour of systematic, evidence-based strategies including factor investing. They operate on transparent fixed-fee structures, reportedly saving clients an average of 35% on fees compared to traditional advisers. Rather than pushing products, rockwealth prioritises understanding each client's unique objectives, values, and desired future before constructing tailored plans.
Led by CEO Tim Horrocks, the team holds Chartered Financial Planner credentials and operates as part of the wider rockwealth group with offices across multiple UK locations. Their educational approach is evident in their extensive video content library, covering topics from retirement planning and investment risk management to emotional discipline in investing and the risks of DIY financial planning.
The business appeals to sophisticated clients who value rigorous methodology, cost transparency, and holistic life planning. Their emphasis on behavioural coaching—helping clients manage emotions during market volatility—addresses a critical gap in purely product-based advice. rockwealth positions itself as a partner in building lasting wealth aligned with what genuinely matters to their clients.
rockwealth is a Cheltenham-based independent financial advisory firm specialising in evidence-based investing and comprehensive financial planning. They serve clients seeking alignment between their wealth management and personal life goals, moving away from product-focused traditional advice towards a values-driven approach.
The firm distinguishes itself through several key differentiators. Their investment philosophy is grounded in 60+ years of academic research, rejecting active investing in favour of systematic, evidence-based strategies including factor investing. They operate on transparent fixed-fee structures, reportedly saving clients an average of 35% on fees compared to traditional advisers. Rather than pushing products, rockwealth prioritises understanding each client's unique objectives, values, and desired future before constructing tailored plans.
Led by CEO Tim Horrocks, the team holds Chartered Financial Planner credentials and operates as part of the wider rockwealth group with offices across multiple UK locations. Their educational approach is evident in their extensive video content library, covering topics from retirement planning and investment risk management to emotional discipline in investing and the risks of DIY financial planning.
The business appeals to sophisticated clients who value rigorous methodology, cost transparency, and holistic life planning. Their emphasis on behavioural coaching—helping clients manage emotions during market volatility—addresses a critical gap in purely product-based advice. rockwealth positions itself as a partner in building lasting wealth aligned with what genuinely matters to their clients.
Services offered
Evidence-based investment managementRetirement planningFinancial planningFactor investing strategiesInvestment risk assessmentWealth managementBusiness owner pension planningEmotional coaching for investors