Who We Are

Before we have the pleasure of meeting you, here’s a bit about us

Who We Are

Before we have the pleasure of meeting you, here’s a bit about us

Our Purpose

We are passionate about our client’s financial well being as we believe it gives them the opportunity to live life on their own terms.

Our Shared Vision

We believe our clients are working hard to build their wealth. Our Vision is to provide them and their families with an outstanding client experience based on the best advice, technology and people.

Our Values

Integrity – We always strive to do the right thing.
Innovation – Think ahead, shape tomorrow.
Authenticity – Be you, with us.
Collaboration – We’re better together.
Fulfilment – Find your purpose, make a difference.

We are Guaranteed Irish

We’re proud to be part of over 2000+ businesses in Ireland that support sustainable jobs, contribute to our local communities and are committed to choices for Ireland.

Guaranteed Irish is one of Irelands most enduring, recognisable and authentic symbols. It helps Irish consumers identify products and services that are an all together a better choice for the life of their community and Ireland.

All-Star Business Foundation Accredited

We’re proud that Robert Whelan has been awarded Business All-Star Accreditation by the All-Ireland Business Foundation, in recognition of his commitment to performance, trust and client care.

The AIBF is Ireland’s independent national accreditation body for best-in-class businesses. Their Business All-Star Accreditation is awarded only after a rigorous independent audit, giving our clients the confidence that the standards we hold ourselves to have been externally verified.

      EXCELLENT  
   Based on 171 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Tiarnán Creagh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Dealing with Daire McConnon has been a breeze. He's assisted and explained everything professionally and friendly, making it easy to understand. A great person to deal with.
  
 
      Posted on Google  
   
   Suzanne Collins 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently needed help with a financial matter and contacted Rockwell Financial.  Luke provided me with brilliant support and help throughout the entire process. Nothing was too much trouble for him.
Luke also helped me with acquiring serious  illness cover . He was professional and really helpful and gave me some really great advice.
I would wholeheartedly recommend Luke, Olivia and the entire Rockwell team . If you are looking for professional , honest, helpful financial advice , look no further.

Thank you once again for all your help and support.

Kind regards,  Suzanne Collins.
  
 
      Posted on Google  
   
   Jorge Florez 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve been working with Rockwell for a while now and I couldn’t be happier with their service. Luke always looks after me with top-tier professionalism, efficiency, and genuine care. Outstanding service every single time. Tks.
  
 
      Posted on Google  
   
   Danielle Devesey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent :) Daire is a financial advisor who provides clear, practical advice abd takes time to understand my goals. Professional, knowledgeable, and always responsive. Highly recommend
  
 
      Posted on Google  
   
   sarra chandler 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great experience working with Brian and getting his advice was really valuable in making the right choices for me and where I am in my life right now. Thank you!
  
 
      Posted on Google  
   
   laura morgan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Shane made the whole process stress free which was brilliant .I felt I was in great hands. I was so pleased with the outcome and I wouldn’t hesitate to go back in the future
  
 
      Posted on Google  
   
   darragh byrne 
 
 
 
 Trustindex verifies that the original source of the review is Google. Working with Daire and couldn't fault the advice given. Very informative and quick to get back to you.
  
 
      Posted on Google  
   
   Mark Damery 
 
 
 
 Trustindex verifies that the original source of the review is Google. Rockwell make things very easy around financial and pension planning. I would highly recommend them.
  
 
      Posted on Google  
   
   Edward O'Dwyer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Daire is very knowledgeable and easy to deal with. Very informative and a great help to me with pension queries I had.
  
 
      Posted on Google  
   
   SAUMYA PATRA 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a customer of Rockwell Financial for the last 4 years and their services are excellent. They did help me transferring my previous employer's pension funds to the PRB and ARF of my choice. Brian Forde, Financial Services Director guided me at every steps and always available to provide up-to-date information through calls and emails. I always felt my money is safe under Rockwell.