Rockbridge
Financial Solutions Ltd
We are an Independent Financial Advisory business based in the City of London and Canterbury.
Our primary focus is the preservation and accumulation of wealth for discerning private investors, corporate clients and fiduciaries throughout the UK and our range of services covers all aspects of pensions, investments and insurance business.
We take time to understand your needs and objectives and create dynamic investment strategies which are aligned to your personal objectives.
Our philosophy is to build long term relationships, based on trust, integrity, mutual respect and excellent service. Our business model is centred on highly structured technology-based processes which enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.
We’re passionate about safeguarding our clients’ financial interests so we believe it is important to ensure that financial plans are reviewed with you on a regular basis.
We are an appointed representative of 2plan wealth management, which is a national advisory firm consisting of financial advisers and mortgage and protection specialists.
Working with 2plan wealth management also allows us to offer you all the benefits of a larger organisation, such as the latest technology, greater financial strength, the ability to use our scale to negotiate reductions in charges with product providers and investment platforms and the reassurance of a team of experts to get things right first time.
What We Do
Our primary focus is on the provision of wealth management services for private investors and corporate clients throughout the UK.
Our Process
We use a proven 4-step process to establish your needs and provide you with tailored advice that is personal and specific to you.
What You Can Expect
Prior to providing you with any advice we will take time to understand your current needs, circumstances, attitude to risk and capacity for loss.