At Rockwood Financial Solutions we help you build a financial strategy that will prepare you for life's little surprises. Whatever your circumstances, age or income, we'll take the time to understand your needs and concerns, then use our expertise to suggest appropriate solutions. Whether you're just starting a family, planning for retirement, selling a business or arranging your estate; together we can develop a financial plan that's right for you.
At Rockwood we understand that your financial needs will change throughout your life. As your family tree grows and matures, strong roots will be essential to withstand the storms. Your finances are just like the roots of a tree. Taking your time to find the optimal conditions for good growth and development will help ensure that you are more secure later in life.
Let us help you create a financial plan that can adapt to the changing seasons and stand strong for years to come. You need financial advice you can trust. At Rockwood we have your best interests at heart.
At Rockwood we understand that your financial needs will change throughout your life. As your family tree grows and matures, strong roots will be essential to withstand the storms. Your finances are just like the roots of a tree. Taking your time to find the optimal conditions for good growth and development will help ensure that you are more secure later in life.
Let us help you create a financial plan that can adapt to the changing seasons and stand strong for years to come. You need financial advice you can trust. At Rockwood we have your best interests at heart.
Services
We are people people.
As one of the few truly independent financial planning firms, we are able to put our clients at the heart of Rockwood IFA Leeds.
This ethos is reflected in every aspect of your experience with us.
Whether you are thinking about retirement, or just starting a family, we have the expertise to help you optimise your finances and plan for the future.
Our friendly, experienced independent financial advisers provide clear, simple to understand explanations.
We pride ourselves on being approachable and this is reflected in the wonderful reviews we have received from clients.
As one of the few truly independent financial planning firms, we are able to put our clients at the heart of Rockwood IFA Leeds.
This ethos is reflected in every aspect of your experience with us.
Whether you are thinking about retirement, or just starting a family, we have the expertise to help you optimise your finances and plan for the future.
Our friendly, experienced independent financial advisers provide clear, simple to understand explanations.
We pride ourselves on being approachable and this is reflected in the wonderful reviews we have received from clients.
Financial priorities can change depending on what stage of life you are at.
Are you a homeowner?
Are you starting a family?
Are you nearing retirement?
Are you selling your business?
Are you looking at pension options?
Are you worried about inheritance tax?
Whatever your current situation, we can help.
Find out where you fit into our Rockwood Family Tree and take a look at how our services can benefit you.
If you identify with any of our case studies then take a closer look at how we created a financial strategy that worked.
Are you a homeowner?
Are you starting a family?
Are you nearing retirement?
Are you selling your business?
Are you looking at pension options?
Are you worried about inheritance tax?
Whatever your current situation, we can help.
Find out where you fit into our Rockwood Family Tree and take a look at how our services can benefit you.
If you identify with any of our case studies then take a closer look at how we created a financial strategy that worked.
Do you, your parents or a loved one need long term care but aren't sure if you are eligible for local authority funding?
Have you already been advised that you will have to fund some or all of the care costs?
Do you need to identify how you can utilise income from pensions, savings and investments and protect the family home?
Do you want help planning inheritance tax?
Rockwood can help.
We work with the loved ones of those who need long term care funding to help them protect assets and cover care costs.
Have you already been advised that you will have to fund some or all of the care costs?
Do you need to identify how you can utilise income from pensions, savings and investments and protect the family home?
Do you want help planning inheritance tax?
Rockwood can help.
We work with the loved ones of those who need long term care funding to help them protect assets and cover care costs.
Throughout life our financial assets grow.
You may have built up several pensions, own one or more properties, run your own business or have a portfolio of investments.
If you're trying to balance different areas of your finances it can be hard to keep track.
At Rockwood we can help you get control of your finances and start planning for your future and your children's future.
Planning your estate can make a huge difference.
You can make provisions for your retirement, protect yourself from exceeding the lifetime allowance or reduce the amount of inheritance tax that your heirs are faced with.
You may have built up several pensions, own one or more properties, run your own business or have a portfolio of investments.
If you're trying to balance different areas of your finances it can be hard to keep track.
At Rockwood we can help you get control of your finances and start planning for your future and your children's future.
Planning your estate can make a huge difference.
You can make provisions for your retirement, protect yourself from exceeding the lifetime allowance or reduce the amount of inheritance tax that your heirs are faced with.
Deciding the best way to make your pension work for you can be difficult.
Pension drawdown, rather than taking an annuity, can be a good option but is it right for you?
At Rockwood, pensions are our passion and we can advise on the best solutions depending on your current situation and plans for the future.
We look at all of your savings, investments and pensions and help you streamline your finances and utilise them in the best way.
We can explain the pros and cons of the drawdown option and help you decide which route will work for you.
Pension drawdown, rather than taking an annuity, can be a good option but is it right for you?
At Rockwood, pensions are our passion and we can advise on the best solutions depending on your current situation and plans for the future.
We look at all of your savings, investments and pensions and help you streamline your finances and utilise them in the best way.
We can explain the pros and cons of the drawdown option and help you decide which route will work for you.
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