What is the money for?
James Curry founded rockwealth Lake District to provide financial planning that starts with your life. Before discussing pensions or investments, we need to understand where you want to go.
Your life comes first. The financial products come later.
James set up rockwealth Lake District for the freedom to provide advice in the way he believes best serves his clients. Our financial planning starts with you, your family and what you want the rest of your life to look like, not a pension, fund or investment recommendation.
Personal planning for Lake District families, individuals and business owners
One clear view across pensions, investments, tax and family priorities
Local Lake District relationships with the rockwealth team, backed by an established UK-wide firm
Advice designed for your next chapter in Lake District and beyond
In James’s words
Why I set up rockwealth Lake District
James Curry
CFP™ Chartered FCSI
Director and Chartered Financial Planner
I set up rockwealth Lake District as, based on my background and qualifications, I have a very specific view of what I think best practice looks like within Financial Planning, and I wanted more freedom to be able to provide advice for my clients in the manner that I feel serves them best.
To me, proper financial planning always starts with one question. What is the money for?
The pensions, investments, salary, and savings, are just tools to get you from where you are to where you want to go, nothing more, nothing less. Until we know exactly where you’re trying to get to, I can’t tell you how best to get there.
Until I know everything about you, your family, and what you want the rest of your life to look like, I have no right to be recommending any products or investments to you. Once I know what we are trying to achieve, I can then put a plan in place to help you achieve those goals. As part of the plan, I may recommend pensions and investments etc, and if I do, these recommendations will be based on detailed research and academic evidence to ensure that we are doing everything we can to help you make your goals a reality.
When done properly, real financial planning can change people’s lives for the better, and I set up rockwealth Lake District to bring this kind of planning to the Lake District.
What Lake District clients can expect from us.
Clear thinking, joined-up advice and a plan grounded in their lives.
Approachable & professional
Lake District clients can expect careful professional advice delivered through straightforward, human conversations.
Open and honest
We explain the reasoning, trade-offs and costs plainly, without hidden agendas or unnecessary jargon.
We listen first
Before recommending products or investments, we need to understand you, your family and what you want the rest of your life to look like.
See the whole picture
Pensions, investments, salary and savings are tools, not the destination. We start by understanding where you want to go, then build the plan around that purpose.
Make planning meaningful
James founded the firm because he believes proper financial planning can change lives for the better. The purpose of the plan is to help you live the life you want.
Evidence-based approach
Investment recommendations follow a structured, disciplined approach rooted in academic research rather than market prediction.
Money is a resource, not the destination. Our role is to help Lake District clients use it with purpose - for experiences, family, contribution and the freedom to make choices.
Professional standards behind our Lake District advice
James Curry CFP™ Chartered FCSI
Watch the rockwealth video
Is it time to switch your investment?
Watch rockwealth’s “Is it Time to Switch Your Investment?” video. For advice on how your investments fit your financial plan, speak to James Curry, Director and Chartered Financial Planner at rockwealth Lake District.
Tell us where you want your life to go
Start with a conversation about you, your family and what your money is for. Meet James and the team, explore how we build your plan and see how our fixed fees work.
