Welcome to Rocwood Financial Consultancy

Rocwood Financial Consultancy is based in Staffordshire and has been advising clients on a personal and corporate basis for over 30 years.

Our aim is to build long lasting relationships with all our clients based on openness and trust.

Comprehensive Financial Planning

Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs.

Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan in place. As your aspirations evolve in your life, so should your financial plan and we will be on hand to review this with you on a regular basis, should you choose.

My Portfolio

M&G

Monitor your investments on the M&G Wrap.

Scottish Widows

Monitor your investments on the Scottish Widows platform.