RockWealth Leamington IFA
11 Dormer Place, Royal Leamington Spa, Warwickshire, United Kingdom
About RockWealth Leamington IFA
Welcome to RockWealth Leamington IFA, a leading financial institution located at the heart of Leamington Spa, United Kingdom. Our establishment provides exceptional financial services that cater to the unique needs of individual clients and businesses alike. As an independent financial advisor, we understand that every client has different financial goals, and our team of expert personnel work tirelessly to formulate bespoke plans that suit their needs.
Our institution offers a plethora of financial services that include investment planning, financial planning, retirement planning, mortgage advice, and more. We pride ourselves on being flexible, and always ensuring that our customers are satisfied with our services. With years of collective experience, our expert advisors are dedicated to helping our clients achieve their financial goals in the most efficient and effective way possible.
RockWealth Leamington IFA is located at 11 Dormer Pl, Leamington Spa, in a prime location that is easily accessible. The institution is a point of interest for visitors and locals alike, and we are proud to serve our community with top-notch financial advice that is second to none.
Our institution is built on integrity, transparency, and excellence. We are committed to providing our clients with unbiased and professional advice that they can trust. Our team is passionate about what we do, and strive to exceed expectations every single time.
At RockWealth Leamington IFA, we believe that financial security and stability are crucial, and our institution is dedicated to helping our clients achieve financial freedom. Contact us today and let us help you achieve your financial goals!
11 Dormer Pl, Leamington Spa CV32 5AA, United Kingdom
Opening hours of RockWealth Leamington IFA
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of RockWealth Leamington IFA
"I have found Chris very friendly and easy to talk to. He has an impressive subject knowledge, with an ability to talk though and explain complexity in simpler terms."
"RockWealth (Chris Wallsgrove) was recommended to me by my solicitor after i asked could he recommend any financial advisors They have been helpful, understanding, compassionate and patient. I didn't know what to expect as it's the first time I've had to seek out financial advice. I've extremely satisfied with all work they have carried out on my behalf and advice that they have given me. I would highly recommend them"
"I have been using Chris now for the last 5 years, I can safely say that I feel my pension is in good hands with Chris. Chris offers a very professional and friendly service, he gives it a personal touch to your current circumstances and your future goals, and I trust him with my investment."
"I have known Chris at Rockwealth for several years. Chris 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. Working in a trusting partnership with your IFA is so important and Chris is someone I have complete confidence in."
"Owen, Chris and Tom were all really helpful and gave me a great insight to how to run my finances. They explained everything in a way that made sense and tailored their advice to suit my needs. They provided a very professional and friendly service!"
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