RockWealth Brighton IFA - Brighton

Andrew

We have worked with Steven for ten years and he has been integral in planning, guiding and implementing a successful investment plan which allowed us to retire early. He always acted in our best interests and never sought to complicate or undertake changes when they were not wholly justified by detailed evidence. When we started working with Steven we had differing levels of knowledge about investing but Steven worked well with both of us to build understanding, confidence and trust. Steven is an excellent listener and, as a result, he understood our needs and was very flexible in approach when required. Fees were always transparent and agreed upfront. We both highly regard his advice and have recommended Steven to our friends

Alan H.

I've been working with Steven for nearly two years. I've never had a financial adviser before, but - in what has been a tricky time for investments - Steven has proved invaluable. His understanding of the landscape of financial investments and his ability to help me to find a good path forward has been first-rate. I've been able to make better decisions, more confidently, as a result of our work together. He's also just a very nice bloke - no hard sell, just clear analysis and helpful advice.

kitty B.

Steven has been looking after our finances for many years now. He has always taken time and care to understand us and what we want from our investments, as well as our appetite for risk. He has deep knowledge of the financial markets which is matched by his ability to explain them clearly. We have always had confidence in his recommendations and feel in safe hands. Steven is also a lovely guy and a pleasure to work with.

Lindsey I.

I have been advised by Steven over the past ten years. My initial decision to work with Steven was based on the fact that he works on a fee based structure. This has ensured that in the time we have worked together I have received transparent and honest advice, not influenced by a commission structure. Steven takes time to find out the full picture of one's current life situation and this helps to make informed decisions for investing for future goals. I am very satisfied with the advice I have received from Steven over the last ten years. I would thoroughly recommend him to anyone looking for honest, impartial financial advice with a fee based structure.

S V.

As young Brighton business owners, my partner and I feel very lucky to have found and built a working relationship locally with Steven. Before working together, the world of finance was overwhelming and confusing to say the least…Thankfully, Steven used his independent status to lead us through the maze of ISA’s, pensions and tax and helped us take control of our financial futures - which in turn has given us a new found feeling of confidence and excitement!

Steven thoroughly explained the short, medium and long term financial planning options available to us and devised a plan that is perfectly suited to our needs. Steven collaborated with us very well and was personable in his approach, it’s his well-informed and refreshingly down to earth advice coupled with professionalism and objectivity that we truly value and trust.

Not only do we feel a huge weight lifted off of our shoulders, we feel assured that our finances are being taken care of by someone who really knows their stuff! I would wholeheartedly recommend Steven to anyone who is in need of financial, investing and pension advice.

Sharmistha L.

We started working with Steven in 2013 and have found his style to be refreshingly different from other financial advisers. He took a genuine interest in our lives, our investing preferences and our needs. He has provided us expert financial advice that helped us achieve our goals. Steven's professional, ethical and caring demeanour gave us confidence that our investment portfolio was in sound hands. The outcome he achieved for us only confirmed this belief. We've recommended Steven to our friends and will continue to do so. Sharmistha & Shitij

Sue J.

Steven is an excellent financial planning advisor. He genuinely wants to provide his clients with a tailored, personal service which suits their short, medium and long term aims. He has a very engaging manner and his passion for mindfulness makes him a much more person centred financial advisor. I have no hesitation in recommending him.

Galit M.

Steven’s advice has been instrumental in helping me make the right choices with regards to investing some money I inherited.
Steven made the whole process, easy, accessible and un-scary for an arty type like myself. He took me step by step and taught how to manage my finances myself. He ‘held my hand’ so to speak until I felt confident enough to do things for myself.

The questions Steven initially posed really made me think about what’s important for me and how I want to live my life. This really helped in getting an idea about what I wanted the money to do for me. It felt like he really listened and understood what I wanted to achieve and advised me accordingly. He is still always available to answer any questions I have in a language I can understand.

Highly recommend, especially if you are someone who is terrified of finances as I USED to be!