Wealth
Protecting Your Wealth, Securing Your Future
Personalised Wealth Management Tailored to Your Financial Goals
Whether your focus is on retirement planning, business succession, or securing your family’s future, our personalised approach ensures that every aspect of your financial life is covered. We simplify complex decisions and are always available to provide support, working around your busy schedule.
At Rockwell, we are committed to protecting and enhancing your wealth, securing your future and ensuring that you maintain the lifestyle you’ve worked hard to achieve with pragmatic advice rooted in delivering the optimal outcome for you and your family.
Book a Wealth Management Consultation
Book a Wealth Management Consultation
What We Offer
Managing and growing your wealth involves thoughtful planning and expertise. At Rockwell, we guide you through each step of your wealth journey. From establishing investment goals to designing risk-managed portfolios and planning your estate, our experienced wealth managers work closely with you to create a bespoke wealth management plan tailored to your lifestyle, financial goals and business needs.
Investment Management
Our senior wealth managers work with you to set precise investment goals and craft a custom portfolio aligned with your financial objectives and risk profile. We regularly review and adjust your investments as markets and life circumstances change to keep you on course
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Risk Management
Our advisors specialise in finding the most tax-efficient personal pension plans to maximisWith a proactive approach to risk, we strive to eliminate any surprises. Although market performance cannot be guaranteed, we focus on aligning your investments with your financial goals, providing reassurance and stability.e savings for those running their own businesses.
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Estate Planning
Effective estate planning can help you secure your legacy for future generations. We can address complexities such as second marriages, asset distribution, and legal considerations to create a strategy that reflects your wishes.
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Tax Efficiency
Our wealth management process includes careful tax planning. We identify tax-efficient strategies for both your investments and estate, enhancing your wealth preservation and transfer capabilities.
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Our Proven Wealth Management Process
We follow a comprehensive six-step approach to make wealth management effective and easy for you:
Step One: Discovery and Alignment
We begin by understanding your unique goals, values, and financial situation. This step ensures that every aspect of your wealth management plan is tailored to your aspirations.
Step Two: Strategic Planning
Using the insights gained, we craft a comprehensive strategy designed to build, preserve, and grow your wealth. This includes considerations for investments, tax efficiency, estate planning, and more.
Step Three: Legal and Structural Effectiveness
We ensure your financial strategy is legally sound and properly structured, reflecting your wishes while safeguarding your assets.
Step Four: Tax Optimisation
We work with specialists to minimise your tax liabilities, helping you retain more of your wealth and achieve better financial outcomes.
Step Five: Implementation and Management
With a strong foundation in place, we put your plan into action and manage your portfolio with diligence and care, making adjustments as opportunities arise.
Step Six: Ongoing Reviews
Your life and the financial landscape evolve over time. We provide regular reviews and updates to ensure your plan remains aligned with your goals and adaptable to changing circumstances.
Business Owners
We are an SME business so we understand SME business. We understand that you have enough going on in your life without having to be thinking all the time about what’s going on with your wealth. We use technology where possible to streamline our reporting and make your life as easy as possible when dealing with us.
We also understand that every business owner’s objective is about extracting as much wealth that has been generated in the business into their own name. To that end, in conjunction with tax and legal advisors, we work together on putting a framework in place to secure your future in a tax efficient manner.
It’s never too early to get these structures in place as it’s easier to manage in the long term if the foundations have put in place.
Retirees
Having just retired you are likely to be at the most critical stage of your financial planning journey. You’ve gone through a career of accumulating significant wealth but now you’re faced with the prospect of how to not only invest, but spend appropriately. For many people this can be a very stressful process at a time when you should be experiencing as little stress as possible. That’s where we come in.
We understand that you may be facing a dual dilemma of wanting to enjoy your retirement to the fullest extent, but also to preserve some of your wealth for future generations.
Our team of experienced wealth advisors will use best in class financial planning software to help give you the peace of mind you need to ensure you have a stress free retirement.
Inheritance
As someone who has recently come into receipt of significant funds as a result of an inheritance, you may find such a large sum to be burdensome as it may be significantly more than you’ve ever had in your life so far. The question is many people ask themselves are, what do I do with it? Pay down debt? Buy an Investment property? Build an investment portfolio with a mix of equities, bonds and other liquid assets?
If this is something which has been alien to you up till now, we understand the stress that it may be causing you when making decisions around this area. We have over 20 years of experience in dealing specifically with clients like you. We provide reassurance that the decisions you’re making have been tested and qualified, and you will be comfortable knowing that whatever you’ve decided to do with your inheritance, it was the right step for you at that time. We will remain by your side for the duration of your journey make sure you’re making the right decisions in the future as well.
Client Reviews
Read more Reviews on Google
I would highly recommend Brian Forde to anyone seeking advice no matter what stage they are at on their pension journey. Brian explained my pension options in straightforward language and took a genuine interest in me personally. In addition to his reassuring advice and friendly manner Brian was extremely attentive with no hard sell approach. He is a great source to go to if you need sound financial advice.
Jimmy Flannery
I highly recommend Mr.Jordan Mooney (Senior Financial Consultant ) who helped us get a clear picture about our financial situation ,he is very professional ,always has a smile on his face and very supportive ,he is always available whenever we need him to answer a question or provide any assistance..
Definitely 5 stars service !!! I can’t thank him enough
Samar Omer
FAQ’s
What is wealth management?
Wealth management refers to a professional service that provides comprehensive financial advice and investment management to individuals or families. The primary goal of wealth management is to help clients preserve and grow their wealth over time while addressing their financial goals and objectives.
What does wealth management do?
Wealth management typically encompasses various financial services, including investment advice, financial planning, tax planning, estate planning, retirement planning, and risk management. Wealth managers work closely with their clients to understand their financial situation, objectives, and risk tolerance in order to develop customised strategies to meet their specific needs.
What is the difference between a wealth manager and a financial planner?
A wealth manager and a financial planner are both professionals who provide guidance and advice on managing finances, but there are some key differences between the two roles.
A wealth manager typically focuses on managing and growing their clients’ investment portfolios and overall wealth. They specialise in investment management, asset allocation, risk assessment, and strategies to maximise returns. Wealth managers often work with high-net-worth individuals or families and may offer services such as portfolio construction, tax planning, estate planning, and investment advice.
On the other hand, a financial planner takes a broader approach to personal finance. They consider various aspects of an individual’s or family’s financial life, including budgeting, retirement planning, insurance needs, tax planning, and education funding. Financial planners assess their clients’ overall financial situation, help set financial goals, and develop comprehensive plans to achieve those goals.
How does wealth management work?
Wealth management combines financial planning and investment management to help individuals or families achieve their financial goals. A wealth manager evaluates your financial situation, creates a customised plan, and manages your investments, tax planning, estate planning, and more to grow and protect your wealth.
What is the difference between asset management and wealth management?
Asset management focuses specifically on managing investments like shares, bonds, and real estate to maximise returns. Wealth management, on the other hand, is a broader service that includes asset management along with financial planning, tax strategies, estate planning, and retirement planning.
What is the difference between wealth management and investment banking?
Wealth management provides personalised financial planning and investment services to individuals and families. Investment banking focuses on serving businesses by helping with capital raising, mergers, acquisitions, and other corporate finance needs.
What is private wealth management?
Private wealth management is a specialised service for high-net-worth individuals. It involves tailored financial planning, investment strategies, including investing in private markets, tax optimisation, and estate planning to address the unique needs of wealthy clients.
Do I need a wealth manager?
If you have significant assets or complex financial goals, such as retirement planning, estate planning, or tax optimisation, you might benefit from a wealth manager. A wealth manager can help simplify decision-making and ensure your financial strategies align with your objectives.
How do wealth management companies work?
Wealth management companies work by assessing your financial goals, creating a personalised strategy, and managing your investments and financial plans. They provide ongoing advice and adjust strategies as your life circumstances or market conditions change.
