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At Rockwell, we understand that as a principal solicitor or legal practice owner in Ireland, you face unique financial challenges that require specialised wealth management solutions. Our dedicated team of experienced wealth managers is here to provide you with comprehensive services tailored specifically to meet your needs. 

With Rockwell, you can confidently navigate the complexities of wealth management while focusing on growing your practice and securing your financial future.

Our Expertise in Legal Wealth Management

Rockwell has extensive experience in assisting principal solicitors and legal practice owners. Whether you are just starting out, looking to expand your practice, or planning for retirement, our team of financial professionals is equipped with the knowledge and expertise to address your specific needs. We take a comprehensive approach to wealth management, considering both your personal and professional financial goals, to develop a customised strategy that aligns with your vision for the future.

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legal wealth management

Our Legal Wealth Management Services

  1. Retirement Planning: Our team will work closely with you to develop a personalised retirement plan that ensures you can enjoy the fruits of your labor while maintaining financial security throughout your retirement years.
  2. Investment Management: We provide strategic investment advice tailored to your risk tolerance and financial goals, helping you build a diversified investment portfolio that maximises returns and minimises risks.
  3. Tax Planning: Our tax experts will help you navigate the complex tax landscape, identifying tax-saving opportunities and implementing strategies to optimise your tax efficiency.
  4. Estate Planning: We help you develop a comprehensive estate plan to preserve your wealth and ensure a smooth transfer of assets to future generations.
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Why Choose Rockwell

At Rockwell, we are committed to helping you achieve your financial goals and live your best life. With our expertise in legal wealth management and our personalised approach, you can trust us to provide the guidance and support you need to navigate the complexities of managing your wealth while growing your legal practice. 

Contact us today to schedule a consultation and discover how Rockwell can help you achieve financial success.

  • 2000 personal and corporate clients
  • €78M+ in Client Funds
  • 18 Years Experience
  • 5644 Individual Investments
  • Access to 37 different providers for Pensions, Investments & Insurance
  • Supporters Debra Ireland, RCH Crumlin, Alone & the DRCC

5 Star Google Reviews

Read more 5-star Reviews on Google

Mary Kelly

I worked with Brian Forde on advise and managing my upcoming pension. I had no knowledge my options, what I could do with my non-contributory company pension. Brian arranged Team meetings to explain the options with back up figures and explained so clearly what I could do to personalise the pension to suit my needs. I felt confident to proceed with a solution worked out with me by Brian.

Padraig O Callaghan

Excellent service, I worked with Brian Forde to setup my company pension and income protection plans. Very fast response and always available to help.

Joseph McMahon

Great experience with Rockwell setting up and subsequently adjusting my pension. Pete was a pleasure to deal with and I found his knowledge and insight very useful.

Sharon Towson

Conor recently gave me advice on my pension. He gave the best advice I have received from any financial advisor I have been involved with. He explained things in layman's terms so it was easy to understand. I really appreciated this and am delighted to give this feedback.

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