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Wealth Management for Manufacturing SME Owners

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Here at Rockwell we specialise in Wealth Management for Irish Manufacturing SME Owners. As an owner of a manufacturing SME in Ireland you face distinct financial challenges shaped by the local business landscape. 

We understand your unique needs and are committed to helping you navigate these challenges while unlocking the full financial potential of your wealth. Our team of experts specialises in providing tailored solutions that will fuel your growth, and secure your personal financial future.

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Manufacturer Wealth Management

Our Services for Manufacturers’ Wealth Management

  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 labour while maintaining financial security throughout your retirement years.
  2. Investment Management: Our team of experts will provide you with strategic investment guidance tailored to the unique challenges and opportunities faced by Irish manufacturing SME owners. We’ll help you develop a customised investment strategy that optimises returns, minimises risks, and aligns with the evolving Irish market dynamics.
  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. Comprehensive Financial Planning: We delve into budgeting, cash flow management, tax planning, and growth strategies designed specifically for Irish SMEs business owners personal finances. Together, we will build a strong financial foundation.
retirement planning
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Why Choose Rockwell

Local Expertise: Our team possesses deep knowledge and understanding of the Irish manufacturing landscape. We are familiar with the challenges and opportunities specific to SMEs business owners in Ireland and can provide tailored solutions that are uniquely relevant to your business.

Personalised Approach: We recognise that every Irish entrepreneur is different. Our solutions are customised to your specific goals, aspirations, and challenges. We take the time to understand your business intimately, enabling us to provide personalised recommendations and strategies.

Transparency: We believe in clear communication and transparent fee structures. Our commitment to transparency ensures that you have a clear understanding of our services, costs, and how they align with your best interests.

Trusted Partnership: At Rockwell, we build long-term relationships based on trust, integrity, and professionalism. We are dedicated to your financial success, and our team is committed to providing you with the highest level of service and support along your journey.

Contact us to schedule a consultation and discover how our expertise in wealth management tailored to Irish SME owners can help drive your business forward. Let Rockwell be your trusted partner in achieving 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

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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.”

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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.”

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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.”

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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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Rockwell Financial Management Ltd t/a Rockwell, Rockwell Financial Management, Rockwell Mortgages is regulated by the Central Bank of Ireland. Rockwell Financial Management Limited is a company registered in Ireland. Registered office is situated at 103 Francis Street, Dublin 8, D08 Y70F

© 2022 Rockwell Financial Management

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D08 Y70F

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