We help entrepreneurial financial planners to start and grow successful, client-focused businesses #EvidenceInvesting #FinancialPlanning
Cheltenham
Joined June 2019
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💡 Over the last decade, £100 dollars invested in US equities more than tripled. But are investors over-exposed?
The lesson isn’t to reduce exposure — it’s to be smart with it.
⏩ leedsifa.co.uk/blog/investin…
#Investing #Diversification @rockwealthUK
Markets rarely move as headlines predict — Brexit, Covid, tariffs, all called wrong.
Your defence isn’t speed, it’s a resilient plan that keeps you calm and on track.
@brightonifa @rockwealthUK #Investing brightonifa.co.uk/financial-…
EBAdvisers retweeted
📊 𝗠𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀.
A great financial planner fuels transformation — guiding you from what-ifs to what’s next, balancing bold dreams with steady steps. Explore here: shorturl.at/gi6yG
#MoneyPlanning #PurposeDriven #LiveYourBestLife
@rockwealthUK
EBAdvisers retweeted
Unretirement: the benefits of working in later life
leedsifa.co.uk/blog/retireme…
If you’re in your 40s, 50s, or early 60s, whether employed, self-employed, or running your own business, it’s natural to start thinking about what life beyond full-time work could look like.
📊 𝗠𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀.
A great financial planner fuels transformation — guiding you from what-ifs to what’s next, balancing bold dreams with steady steps.
Explore here 👉shorturl.at/gi6yG
#FinancialPlanning #LiveYourBestLife @rockwealthUK
You can't give unbiased recommendations when you profit more from one option than another.
Yet many advisers still works this way.
At @rockwealthUK we do things differently.
#FinancialAdvice #FinancialPlanning
shorturl.at/Rxcpa
ALT James Curry, founder of rockwealth Lake District: "I don't feel that you can truly provide independent advice when you have a vested interest in one option being more profitable than another."
"There aren't many jobs that require both emotional intelligence AND deep technical intelligence at such a high level."
New @rockwealthUK recruit Hetty Hyde-Durrant on what makes financial planning unique 🧵
Read her story 👇 rock-wealth.co.uk/becoming-a… #FinancialPlanning
EBAdvisers retweeted
Uncertainty in investing triggers the same fear responses as a health scare.
Here’s how to calm your instincts and invest with confidence 👉 shorturl.at/oKqat
#Investing #Markets @rockwealthUK @danielcrosby @harrimanhouse
It’s not about choosing funds. It’s about choosing a future. That’s financial planning.
#FinancialAdvice #FinancialPlanning @rockwealthUK shorturl.at/TOPOS
EBAdvisers retweeted
The Leeds Reforms and your investments: what you need to know
rock-wealth.co.uk/leeds-refo…
The Leeds Reforms - the Chancellor’s new plans for investing and the financial markets - promise to widen equity ownership and cut red tape. But what do they actually mean for your money?
EBAdvisers retweeted
Today's hero, tomorrow's zero?
Neil Woodford. Fundsmith Equity. Artemis Income. Ruffer. Liontrust. Baillie Gifford US Growth.
All soared. All sank.
Star managers fade. The market endures.
My latest for @rockwealthUK 👇 leamingtonifa.co.uk/blog/fun…
EBAdvisers retweeted
Should Business Owners See Their Business as Their Pension?
youtube.com/watch?v=3qZADFWC…
rockwealth Edinburgh - 0131 3928822
#BusinessOwners #FinancialPlanning #rockwealthEdinburgh #RetirementPlanning #InvestmentStrategy
EBAdvisers retweeted
So, has your financial adviser been taken over?
If the answer is yes, read on, because the firm’s new owner might not have your best interests at heart.
financial-advisor-reading.co…
EBAdvisers retweeted
One of the best books about money I’ve read this year is The Soul of Wealth by psychologist Daniel Crosby. In it he explores what wealth really is and provides practical suggestions for how to change your thinking and your actions to lead a wealthier life leamingtonifa.co.uk/blog/fin…
EBAdvisers retweeted
What to do when your financial adviser is taken over
So, has your financial adviser been taken over? If the answer is yes, read on, because the firm’s new owner might not have your best interests at heart.
financial-advisor-reading.co…
EBAdvisers retweeted
💬 Client Spotlight
“The world of pensions and investments felt like a minefield, until we met Matt at rockwealth.”
If you’re tired of jargon and just want straightforward advice that makes sense, let’s talk.
#FinancialPlanning #RetirementReady #rockwealth
EBAdvisers retweeted
More than 300 financial advice firms in the UK have been taken over since the start of 2022 — many of them by private equity firms.
Independent academic research has confirmed that, post-acquisition, advisers push clients toward higher-margin, in-house products that benefit the consolidator more than the client.
Now the financial regulator is warning of the potential for consumer harm.
#FinancialAdvice #FinancialRegulation #ConsumerProtection shorturl.at/aJ2uX
EBAdvisers retweeted
Why you shouldn’t rush important financial decisions...
“The Chimp is an emotional machine that will hijack you if you allow it to,” Professor Peters writes. “It is not good or bad; it is just a Chimp.”
leedsifa.co.uk/blog/behaviou…
EBAdvisers retweeted
Revealed: the government’s radical workplace pension experiment with your money
rockedinburgh.co.uk/pensions…
#rockwealth