Your partner for the future

Partnering with rockwealth Harrogate means working with a financial adviser who is just as invested in your success as you are. Experience the world of informed, evidence-based financial planning with rockwealth and start building a secure financial future today.

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Your trusted financial adviser in Harrogate

Committed to Your Financial Well-being

Our independent, Chartered financial advisers are dedicated to providing bespoke financial planning that aligns seamlessly with your personal and professional aspirations. Situated in the heart of Harrogate, we offer a comprehensive range of financial services tailored to help you navigate the complexities of today’s financial landscape.

From strategic retirement planning to investment portfolios, we aim to simplify the financial advisory process, making it clear and actionable. Our approach prioritises your financial well-being, focusing on the growth and protection of your wealth.

Our Philosophy: Evidence-Based Investing

We are committed to crafting investment strategies grounded in solid, empirical evidence. This evidence-based investing approach emphasises maximising returns through informed, prudent decisions that go beyond short-term market speculation. Our strategies are designed to build long-term financial stability for our clients in Harrogate and beyond.

Transparent Fixed-fee Financial Advice

Clarity and predictability are key in financial planning. At rockwealth Harrogate, we offer a transparent fixed-fee model for a customised ‘Financial MasterPlan’. This approach eliminates the uncertainty associated with percentage-based fees, saving you money over time without compromising the quality of service.

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Our commitment to evidence-based investment strategies

At rockwealth, our evidence-based investing philosophy sets us apart. Our strategies are not driven by fleeting market trends but by academic research and data, ensuring a disciplined, reliable investment approach.

To help you understand this approach better, we offer resources such as our documentary Investing: The Evidence, which provides clear, insightful information. This empowers you to confidently partner with us on your investment journey, knowing that your financial adviser is guiding you with well-researched strategies.

EVIDENCE-BASED ADVISERS IN THE UK

10+

FINANCIAL ADVISER OFFICES ACROSS ENGLAND, SCOTLAND AND WALES

1,000+

LIVES CHANGED

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How essential is a
financial plan?

“We have used Matt for our financial advice for the last 10 years and his no nonsense approach to clearing the muddy waters of pensions and investments. He has given us the confidence to take early retirement and plan exciting years ahead, which we could not have done without him.”

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Your first step towards financial empowerment

Begin your financial planning journey with rockwealth Harrogate through a complimentary discovery session. This session lays the foundation for a personalised financial plan designed to match your unique goals. During this initial meeting, we’ll discuss your current financial situation, future aspirations, and any concerns. We’ll assess your objectives, risk tolerance, and investment preferences to craft a financial strategy tailored just for you.

This consultation is only the beginning. Our commitment to your financial success is continuous, with regular check-ins and adjustments to ensure your plan evolves with your life’s changes. We are always available to answer questions and provide guidance when needed.

Evidence-based investing

Your journey
with us