Financial planning built around your life
We are an independent financial planning firm in Reading. Our advice is built on trust, clarity and evidence - helping you make confident decisions without sales targets or product commissions getting in the way.
Built for real families, not financial products.
Before rockwealth, our founders saw how traditional advice could become too focused on targets, transactions and products. We created the firm we wanted clients to experience: clear, personal financial planning that starts with what matters to you and keeps your interests at the centre.
Flexible for families, individuals, and business owners
Built for people who want clarity, not confusion
An established national firm with offices throughout the UK
Designed for your life, not our bottom line
Financial planning is our business.
We're passionate about making sure your finances are in good shape.
Approachable & professional
We believe in being an approachable, highly professional, forward thinking team of financial planners.
Open and honest
We believe in open and honest discussion with our clients. No hidden agendas, no complex jargon.
We listen first
We believe in always listening and getting to know you so we help you make the choices that are right for you.
See the whole picture
We believe our clients should see the whole picture with their money and understand what it can and cannot do.
Enjoy the experience
We believe our clients should enjoy their financial planning experience. It's your money and your life.
Evidence-based approach
We favour a structured, disciplined approach rooted in academic research - not trying to predict markets.
We understand that wealth supports the ability to fully enjoy life and that true wealth is not so much about money as our life's experiences, contribution and values.
We're recognised by those who work with us
Financial Planners certified by the CII
Watch our guide
Why Financial Planning Matters
Discover how proper financial planning can transform your future and give you the confidence to make informed decisions about your wealth.
Ready to take the next step?
The first meeting is always at our cost with no obligation. This is an opportunity for us to assess whether there's a good fit and whether we can add value to your situation.
