Google reviews for rockwealth Leamington Spa

Owen is a very knowledgeable adviser and expert in his field who gives you information and clarity on all advice he puts forward. I would highly recommend Owen and the company very strongly.

We have always found Chris Wallsgrove at Rockwealth Leamington to be responsive, efficient, personable, professional and above all sound in the advice he has provided. We would wholeheartedly recommend the practice to others.

Owen always has the relevant questions and answers to hand for my circumstances. I’ve found his advice exceptional, and he explains things in a way I can easily understand. I have no worries for my future. There is always a plan in place. I couldn’t ask for a better IFA.

Owen has been advising me over the last few years. His knowledge of future planning for investments and pensions, along with his guidance, has been brilliant. He’s professional and easy going, and you feel truly safe in his hands. 100% recommend Rock Wealth for planning and investments.

I’ve been receiving financial planning advice from Chris Wallsgrove for the past 5 years and can honestly say he’s been brilliant. Chris offers practical solutions with a sensitive, friendly and caring attitude, and gives calm reassurance that good planning will ensure the best outcome. Thank you Chris.

Owen has provided exemplary advice, crucial for understanding the options regarding my mother’s ongoing care. He is calm, realistic and understands the pressures we’re experiencing, a truly excellent professional with a comprehensive, practical understanding of later-life finance. I wish I could give 10 stars.

If you think financial advisers are scary and mysterious, get in touch with RockWealth at Leamington Spa, a friendly and very knowledgeable team who are always approachable. Chris Wallsgrove has given me excellent advice on retirement and retirement planning. My finances are in safe hands.

Chris Wallsgrove has been our financial adviser for well over 10 years. When I became a young widow, the understanding shown by Chris and his team in guiding me through the many issues I faced smoothed the path to a reliable, solid financial plan. I have no hesitation in recommending Rockwealth Leamington.

Our financial adviser Owen from RockWealth has been instrumental in our retirement planning journey. We have worked with him for many years, and he has consistently proven himself exceptional, approaching every meeting with a professionalism and calm that immediately puts us at ease.

I have known Chris at Rockwealth for several years. He not only provides excellent advice, he takes the time to listen and understand the objectives we have for our family’s future. His recommendations are carefully considered and his personable style makes him a pleasure to work with.

After three decades in financial services, I have a profound appreciation for the skills of others in the industry. When the time came to shape a financial plan for my family’s future, Chris and his team at Rockwealth were at the forefront. With their unwavering support we’ve successfully implemented the plan. I wholeheartedly endorse them.