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Rock Financial Consultants
Financial Services
Contact Details
Name: Martin Rock
Website: www.rockfinancialconsultants.com
Email Address: martin@rockfinancialconsultants.com
Telephone Number: 01639 893219
About Rock Financial Consultants 2002 Ltd
We ensure that you are given the best possible assistance to meet your financial requirements. This is achieved through our advisory process, which entails :
- Understanding your requirements
- Presenting our proposals
- Monitoring ongoing suitability and performance
We will help you identify what you will require to live on at retirement, review what your current arrangements are and provide advice on how to bridge any gap which may exist. We will review the best pension plan for your needs, including:
- Personal Pensions
- Stakeholder Pensions
- Review of deferred pension provision
- Company pension schemes
- Unsecured and alternatively secured pensions
We can review your existing investment portfolio and aim to ensure that you maximise your investment returns consistent with your attitude to risk. We can provide portfolio management services, annual investment reviews and asset allocation advice. The range of investment vehicles available include:
- ISA's
- Unit Trusts
- Child Trusts
- Investment Trusts
- School Fees planning
We will try to ensure that wealth created over your working life is safe guarded for your family. A range of products exist to help achieve this goal:
- Life Assurance
- Family Protection
- Critical Illness
- Care Planning
- Inheritance Tax Planning
We will work to enable your business to enjoy protection of profits and ownership. We can also advise on Employee Benefits and can help you to:
- Reduce Taxation
- Protect Profits and Ownership
- Establish Director Pensions
- Establish Small Self Administered Schemes
- Or, Self Invested Personal Pensions
Our income is derived from agreed fees, disclosed commission or agreed annual retainers. Following our initial meeting we will agree with you your preferred method of paying for our services.
No charges for fees will be made without prior notification in writing and we will always tell you about any commission we earn, as it will be taken into account in working out our fee. If you choose to pay for our services on a fee paying basis we will discuss the charges with you following our initial interview and agree the total fee payable and method of payment.
Commission is normally paid to us by a provider, usually an insurance company for the successful placing of business. The commission is included within the provider's normal product charges, so there is nothing you need to pay us in addition. If you choose to pay by fees it is possible to offset commissions received against fees due.
Our annual charge for other services will be agreed in advance commensurate with the time spent, for example in reviewing each clients portfolio of investments, asset allocation etc.