Ensuring your personal financial planning builds a better future for all that is precious.
Personal Financial Planning
We offer a wide range of products and services for both personal and corporate clients, which are designed to maximise your ability to achieve Personal Financial Planning success.
We do this using our 6 step process:
We’ll take the time to get to know you, to understand what your financial goals are, and why
We’ll fact find and collate all the information we need to gain a thorough understanding of your current assets and liabilities
We’ll analyse your circumstances to identify the possibilities and opportunities but also the potential pitfalls that lie ahead
We’ll create a clear plan to help you achieve your aspirations and goals
We’ll put your personalised plan into action
We’ll then make sure to track your progress, and to consistently monitor and review. We'll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.
Rockwell Financial Management Ltd t/a Rockwell Financial Management, Rockwell Mortgages, Rockwell Insurance is regulated by the Central Bank of Ireland.
Rockwell Financial Management Limited is a company registered in Ireland. Registered office is situated at The Old Station House, 15a Main St, Blackrock,
Co. Dublin, A94 T8P8