Their primary role is to help clients make informed decisions about their investment portfolios and assist them in achieving their financial goals. Some of the key tasks and responsibilities of an investment advisor are client assessment, investment planning, investment research and analysis, and portfolio management. An investment advisor should also be in regular communication with their clients updating them on performance and relevant regulatory changes.
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
