Investment
Management

Strategic Investments for Long-Term Financial Growth

Expert Investment Advice For Your Financial Future

At Rockwell, we believe investment management should be clear, strategic, and aligned with your financial objectives. Our experienced investment advisors work with you to design an investment strategy that balances risk and reward, helping you build long-term financial security.

We believe our clients are working hard to build their wealth and it is our vision to provide them and their families with an outstanding client experience based on the best advice, technology and people.

Whether you’re looking to grow your wealth, plan for retirement, or secure your financial future, our bespoke investment strategies are designed to help you achieve long-term success.

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      EXCELLENT  
   Based on 171 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Tiarnán Creagh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Dealing with Daire McConnon has been a breeze. He's assisted and explained everything professionally and friendly, making it easy to understand. A great person to deal with.
  
 
      Posted on Google  
   
   Suzanne Collins 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently needed help with a financial matter and contacted Rockwell Financial.  Luke provided me with brilliant support and help throughout the entire process. Nothing was too much trouble for him.
Luke also helped me with acquiring serious  illness cover . He was professional and really helpful and gave me some really great advice.
I would wholeheartedly recommend Luke, Olivia and the entire Rockwell team . If you are looking for professional , honest, helpful financial advice , look no further.

Thank you once again for all your help and support.

Kind regards,  Suzanne Collins.
  
 
      Posted on Google  
   
   Jorge Florez 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been working with Rockwell for a while now and I couldn’t be happier with their service. Luke always looks after me with top-tier professionalism, efficiency, and genuine care. Outstanding service every single time. Tks.
  
 
      Posted on Google  
   
   Danielle Devesey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent :) Daire is a financial advisor who provides clear, practical advice abd takes time to understand my goals. Professional, knowledgeable, and always responsive. Highly recommend
  
 
      Posted on Google  
   
   sarra chandler 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great experience working with Brian and getting his advice was really valuable in making the right choices for me and where I am in my life right now. Thank you!
  
 
      Posted on Google  
   
   laura morgan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Shane made the whole process stress free which was brilliant .I felt I was in great hands. I was so pleased with the outcome and I wouldn’t hesitate to go back in the future
  
 
      Posted on Google  
   
   darragh byrne 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with Daire and couldn't fault the advice given. Very informative and quick to get back to you.
  
 
      Posted on Google  
   
   Mark Damery 
 
 
 
 Trustindex verifies that the original source of the review is Google. Rockwell make things very easy around financial and pension planning. I would highly recommend them.
  
 
      Posted on Google  
   
   Edward O'Dwyer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Daire is very knowledgeable and easy to deal with. Very informative and a great help to me with pension queries I had.
  
 
      Posted on Google  
   
   SAUMYA PATRA 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a customer of Rockwell Financial for the last 4 years and their services are excellent. They did help me transferring my previous employer's pension funds to the PRB and ARF of my choice. Brian Forde, Financial Services Director guided me at every steps and always available to provide up-to-date information through calls and emails. I always felt my money is safe under Rockwell.

What We Offer

Our investment management services are designed to help you grow and protect your wealth with tailored solutions.

Comprehensive Investment Advisory Services

Our Dublin-based investment management team works alongside you to create a tailored investment strategy. To build a portfolio aligned with your financial goals, we identify opportunities across diverse asset classes, including equities, bonds, sustainable investments, alternative investments, private equity, and property.

Tailored Investment Strategies

Our investment consultants develop bespoke strategies that align perfectly with your financial goals and circumstances. Each investment strategy we create accounts for your individual risk tolerance and investment timeline while optimising tax efficiency. Our approach remains flexible, adapting to changing market conditions while maintaining the delicate balance between growth potential and security that suits your needs.

Portfolio Management

Our investment management services encompass the complete spectrum of portfolio oversight and optimisation. Through strategic asset allocation and thoughtful portfolio diversification, we align your investment strategy with your goals. Regular rebalancing ensures your portfolio stays on track, while our comprehensive performance tracking and risk monitoring systems provide the insights needed for informed decision-making. We deliver detailed reporting and analysis that keeps you fully informed about your investment progress.

Specialised Investment Solutions

We provide access to a carefully curated selection of investment opportunities spanning traditional and alternative markets. Our expertise covers domestic and international equity investments, fixed-income securities, and property investments. We also offer guidance on sustainable and ethical investments, alternative investment options, and exclusive private equity opportunities, ensuring your portfolio reflects your financial and personal goals.

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Our Investment Management Process

We follow a structured approach to investment management, ensuring transparency and long-term financial success.

Step One: Initial Consultation

We start with a detailed consultation to understand your financial situation, risk tolerance, and long-term objectives.

Step Two: Strategy Development

Based on your needs, we create a tailored investment strategy that aligns with your financial objectives.

Step Three: Portfolio Construction

We build a diversified investment portfolio to generate long-term growth while managing risk.

Step Four: Ongoing Management

Regularly monitor and adjust to ensure your investment portfolio aligns with your goals.

Client-Focused Investment Solutions

For Business Owners

Strategic investment planning for business profits
Personal wealth management strategies
Tax-efficient investment structures
Business succession planning

For Individuals

Retirement investment planning
Wealth accumulation strategies
Income generation solutions
Estate planning and wealth transfer

For Inheritance Recipients

Inheritance investment strategies
Wealth preservation planning
Tax-efficient investment structures
Long-term growth strategies

Investment Management Guides

Building and managing investments requires careful thought about risk, returns, tax, time horizon and the type of investment that suits your goals. To help you explore these areas in more detail, we have created a selection of practical investment guides covering key topics for investors in Ireland, including lump sum investing, investment funds, regular investing, savings plans and investment taxation.

Complete Guide to Investment Tax in Ireland

Investment Risk and Returns Explained

Investment Funds Explained

Regular Investing and Savings Plans in Ireland

How to Invest a Lump Sum in Ireland

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5 Star Google Reviews

Investment Management FAQ’s

What is an investment advisor?

An investment advisor is a professional who provides guidance and advice on investment-related matters. They assist individuals, families, and institutions in making informed decisions regarding their investment portfolios, taking into account their financial goals, risk tolerance, and investment preferences.

What does an investment advisor do?

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.

Should I use an advisor or do it myself?

Deciding whether to use a financial advisor or handle your finances on your own is a personal choice that depends on several factors, including your financial knowledge, time availability, the complexity of your financial situation, and comfort level with making financial decisions. When considering the cost of a financial/investment advisor, it’s essential to weigh the cost against the value you expect to receive. A good advisor can provide comprehensive financial planning, investment management, tax strategies, retirement planning, estate planning, and other services that help you work towards your goals. If you’re unsure, you should consider consulting with one of our financial advisors for an initial consultation.