The Rockwell Insight Series is all about real conversations
In partnership with The Currency, these events bring together business leaders and industry experts in a relaxed setting to share their stories with you. You’ll hear how they’ve overcome challenges, grown their businesses, and navigated both professional and personal turning points. From scaling internationally to managing everyday life, each session offers practical insights you can take with you—and the chance to connect with like-minded people along the way.
Preparing for Auto-Enrolment:
A Roadmap for SME Owners
We’re thrilled to share that our recent Rockwell Insights Series breakfast briefing, “Preparing for Auto-Enrolment: A Roadmap for SME Owners,” was a great success. Hosted at 1 Windmill Lane, Dublin 2, on Wednesday, September 25th, the event featured a panel of industry experts including Michael Lacey, Financial Services Director at Rockwell, Paul McArdle, Managing Partner at The Panel, Angela O’Grady, Co-founder of The HR Company, and Tom Lyons, CEO of The Currency.
The speakers provided valuable insights into the upcoming auto-enrolment pension scheme and its impact on SMEs, offering strategies for businesses to get ahead of the changes. Attendees also had the chance to network over breakfast and participate in a dynamic panel discussion and Q&A session.
Thank you to everyone who attended, and stay tuned for more updates on the next Rockwell Insights Series event!
Watch the key takeaways from the last event here
Are you Auto-Enrolment Ready?
The auto-enrolment scheme is scheduled to go live in 2025. As an employer, staying up to date with any changes to the legislation and ensuring compliance is crucial. We can guide you through the process and ensure your company is protected by setting up your own Company Pension Scheme.
From Local to Global:
Growing your Business
We’re delighted to share that our previous Rockwell Insights Series breakfast briefing, “From Local to Global, Growing your business,” was a great success. Hosted at 1 Windmill Lane, Dublin 2, on Tuesday, March 12th, the event featured guest speaker Tom Walsh, CEO of Staycity Group.
Attendees had the opportunity to network over breakfast, followed by an engaging panel and Q&A session.
We want to thank everyone who took the time to attend. Be sure to stay tuned for the next Rockwell Insight Series event.
The attendees had the unique opportunity to hear from Tom Walsh, CEO of Staycity Group. Tom shared his inspirational journey of co-founding Staycity with his brother Ger, starting with a single apartment in a former U2 recording studio in Temple Bar.
Staycity, headquartered in the heart of Dublin 8, has successfully evolved from a local enterprise to emerge as one of Europe’s premier aparthotel operators, boasting a portfolio of nearly 6,000 apartments across 32 locations.
Watch the key takeaways from the last event here
Scale Up, Sell up &
Start up again
The first Rockwell Insights Series breakfast briefing, “Scale up, Sell up, Start up again” was hosted in the The Minerva Suite in the RDS on September 27th. The event featured guest speaker David Walsh, Chairman of Halocare.
Attendees got the inside track on how you could create your exit strategy and built a roadmap to exiting your business.
David, co-founder and former CEO of Netwatch Ireland & UK, shared his story about how he scaled up Netwatch, planned and executed his exit and why he decided to start up again with HaloCare.
David was joined by Robert Whelan, CEO of Rockwell, and Tom Lyons, Chief Executive of The Currency on the speaker panel which was followed by a Q&A.
Watch the key takeaways from the last event here
About Rockwell
Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.
At Rockwell, you’ll find a dedicated team of expert wealth advisors with experience delivering positive financial results for our clients. We are utterly focussed on helping our clients live their best financial life.
We are 30 people, managing €350m+ of client assets, with offices in Dublin City Centre.
5000
+
Personal and Corporate clients
350
m+
We manage in client funds
500
+
Individual Investments Funds
20
Years Experience
17
Different Providers for Pensions, Investments and Insurance
5 Star Google Reviews
Read more 5-star Reviews on Google
Working with Jordan was like an absolute dream come true…within a simple consultancy session he was able to assist me and my husband in a way that amplifies our pension contributions, without impacting our pay home salary. Jordan has brilliant mind, and deeply cares about the financial success of his clients.
Dagmar Khan
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
