RockWealth Leamington IFA - Leamington Spa

Address: 16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY, United Kingdom.
Phone: 1926969010.
Website: leamingtonifa.co.uk.
Specialties: Financial consultant, Financial planner, Investment service.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible seating, Wheelchair accessible restroom, Restroom, Paid street parking.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.

Location of RockWealth Leamington IFA

1926969010

RockWealth Leamington IFA is a financial consulting firm located in Leamington Spa, United Kingdom. Their office is situated at 16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY, and they can be reached by phone at 1926969010. You can also visit their website at leamingtonifa.co.uk to learn more about their services.

RockWealth Leamington IFA specializes in financial consulting, financial planning, and investment services. They have a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. Their services include retirement planning, investment management, tax planning, and estate planning. They work with individuals, families, and businesses to create customized financial plans that meet their unique needs.

One of the standout features of RockWealth Leamington IFA is their commitment to accessibility. Their office has a wheelchair accessible parking lot, wheelchair accessible seating, and a wheelchair accessible restroom. They also have a restroom and paid street parking available. This commitment to accessibility ensures that all of their clients can easily access their services.

RockWealth Leamington IFA has an excellent reputation in the industry, with 28 reviews on Google My Business and an impressive average opinion of 5/5. Their clients have praised their professionalism, expertise, and dedication to providing excellent service. Many have noted that the firm has helped them achieve their financial goals and has provided them with invaluable financial advice.

If you are looking for a financial consulting firm that can help you achieve your financial goals, RockWealth Leamington IFA is an excellent choice. Their team of experienced professionals, customized financial plans, and commitment to accessibility make them a standout in the industry.

Recommendation: We highly recommend contacting RockWealth Leamington IFA through their website at leamingtonifa.co.uk to learn more about their services and how they can help you achieve your financial goals. Their team of experienced professionals is dedicated to providing excellent service and helping their clients achieve financial success.

Reviews of RockWealth Leamington IFA

RockWealth Leamington IFA - Leamington Spa

Gina Goodman

5/5

Chris Wallsgrove of Rockwealth Leamington has been our financial adviser for well over10 years. He helped us put in place a firm and solid base to build our family's financial stability moving forward. Sadly, in February of last year I became a young widow. The understanding shown by Chris and his team in guiding me through the many issues I faced have smoothed the path to providing me with a reliable and solid financial plan. Chris clearly explains every option available and always makes sure I have a full understanding before any decisions have to be made. He is easily approachable and I have no hesitation in recommending his services and the services of Rockwealth Leamington to anyone seeking understanding, knowledgeable and wise financial advisers.

Nathalie Allard

5/5

Our financial advisor Owen from RockWealth has been instrumental in our retirement planning journey. My husband and I have been working with him for many years, and during this time, he has consistently proven himself to be an exceptional financial advisor.

One of the first things that struck us about him was his poised and serious demeanor. He approaches every meeting with a level of professionalism and calm that immediately puts us at ease. This, combined with his extensive financial knowledge, makes him an invaluable asset to our retirement planning.

His expertise is second to none. He has guided us through the complexities of retirement planning with a steady hand, ensuring that every decision we make is well-informed and in our best interest. Thanks to his diligent planning and insightful advice, we now have the confidence that we are in a good place for our retirement. This sense of security and peace of mind is priceless.

Additionally, his responsiveness is exemplary. No matter how many questions we have or how frequently we reach out via email, he always responds with great care and attention. His thorough and thoughtful replies demonstrate his commitment to our financial well-being.

In summary, our financial advisor has been vital to our retirement planning. His professionalism, expertise, and unwavering support have given us the confidence to look forward to our retirement years with optimism and peace of mind. We cannot thank him enough for his exceptional service and dedication.

Richard Briggs

5/5

Highly recommend Chris Wallsgrove and the team. I have used other IFA's in the past, and generally they have been OK, but Chris is another league. Chris offers great advice, good communication & he truly cares about his clients.

Andrew Griffin

5/5

Chris has advised us on our pension for the last four years and provided excellent input and advice. He explains things in a clear and concise way. His advice has very much contributed towards strong growth in our pension asset.

Grant Bowles

5/5

Owen Williams is brilliant. He guided me so professionally to hep me with my pensions. He gave me some great options to consider and we put a plan in place. Faultless experience. highly recommended.

Andrew Holden

5/5

Chris has been providing financial advice to us for 10 years + its always well thought through and very thorough and makes me think.

I would not have come up with the investments he has suggested without his advice and i genuinely feel he is looking after our interests

Gary Sedgebear

5/5

We have been receiving Pension, Retirement & Investment advice from this company for a number of years now and have been very impressed with the service provided by Chris. Would highly recommend this company.

A Mobbs

5/5

After dedicating three decades to the financial services sector, I've developed a profound appreciation for the skills of others in the industry. Around 15 years ago, I had the privilege of collaborating with Chris and even then, it was evident that he stood out as a stellar professional among his peers. When the time came for me to seek a firm to assist in shaping a financial plan for my family's future, Chris and his team at Rockwealth were at the forefront of my considerations.

Countless hours have been invested in comprehensive discussions about our current financial standing and our future requirements. Chris has meticulously constructed cashflow models to illustrate his advice. With unwavering support from Chris and his team, we've now successfully implemented the plan. My sole regret is not having enlisted Chris's expertise years ago. I wholeheartedly endorse him and his team without reservation