Goals First. Markets Second.

Experience evidence-based investing from local Lake District financial advisors who put you first.

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Investing

Evidence-based portfolios crafted for investors who want low-cost, long-term growth without the market noise.

Retirement Planning

We map out your retirement income so you can spend more time on the fells and less worrying about cash-flow.

Financial Planning

A clear, life-centred plan that aligns every pound with your goals, from Windermere weekends to family milestones.

Inheritance Tax Planning

Protect more of your legacy for the next generation with smart, HMRC-aware strategies that keep the Lake District memories alive.

Data-driven and low-fee investing

One team, expert guidance - every step of your journey

Transparent fee structure

Understanding the costs associated with financial advice is crucial. At rockwealth, we offer a transparent fixed-fee model starting from £2,000 for crafting your ‘Financial MasterPlan’. This clear, upfront pricing structure is designed to eliminate surprises and build trust, allowing you to plan your financial future with confidence.

Learn more about our fixed-fees

“He understood my objectives and priorities. Looked into all the options for funding my mother’s care needs. Explained everything very clearly.”

Investment Client – Cumbria
“James always explains everything clearly and accurately. He is friendly and approachable and never puts on any pressure only helpful suggestions.”

Financial Advice – The Lake District

Providing investors & innovators with the tools to grow

Business Owners and Farmers

We help business owners navigate the proposed IHT and tax changes and help ensure that you can keep more of the money you have worked hard for.

Care Fee Planning

As SOLLA-accredited advisers serving the Lake District, rockwealth blends evidence-based strategies with compassionate guidance to fund quality care while preserving the legacy you’ve worked so hard to build.

High Net Worth

Sophisticated, fixed-fee advice that preserves capital, manages risk, and structures generational wealth, freeing you to devote more time to the people and causes that matter most.

Powered by evidence, not impulse

At rockwealth we refuse to gamble with your future. Every portfolio we build is grounded in decades of peer-reviewed data, not market fads or hunches. It’s the reason we’re recognised as the #1 evidence-based advisers in the UK and trusted by clients fromThe Lake District to all over the UK.

To see our philosophy in action, watch our documentary “Investing: The Evidence.” In under an hour, you’ll learn the research that underpins our process and discover why partnering with rockwealth means investing with confidence.

2000+

Active rockwealth clients

13+

Financial planning offices across the UK.

Start shaping your financial future with a complimentary discovery session

“James has been extremely helpful since taking over from our former advisor who retired. His professional advice has been most welcome and valuable”

Initial Meeting Review
“James was excellent – knowledgable, professional and supportive. I would recommend him to anyone. In fact I have already recommended him to members of my family.”

Financial Advice & Investments – Cockermouth

Begin your journey with rockwealth

Embarking on your financial planning journey with rockwealth means partnering with advisors who are as invested in your success as you are. Welcome to a world of informed, evidence-based financial planning with rockwealth.

Book your free discovery session