A financial planner is a professional who assists individuals, families, and businesses in managing their finances effectively. They provide expert advice and create personalised financial strategies based on their clients’ goals and circumstances. Financial planners typically offer services such as budgeting, retirement planning, investment advice, tax planning, insurance analysis, and estate planning. They assess their clients’ financial situation, develop comprehensive plans, and provide ongoing support to help clients achieve their financial objectives.
Rockwell Financial Management Limited trading as Rockwell, is regulated by the Central Bank of Ireland.
Registered office is located at 103 Francis Street, Dublin 8, D08 XYR6
