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Couple meeting with a financial adviser to discuss whether they need targeted support or regulated advice

Targeted support or proper advice: which do you actually need?

The FCA’s new “targeted support” regime launches in April 2026, promising to help millions of investors stuck between free…

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Investing in UK stocks_How much is too much?

Investing in UK stocks: how much is too much?

Politicians and think-tanks are urging investors to “back British business” by putting more of their savings into domestic…

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Living life to the full: how purpose and balance drive great financial planning

At its heart, financial planning should be about more than numbers on a spreadsheet. It should be about enabling people to…

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Chartered financial planner lake district

The adviser who questioned everything and found a better way

Meet James Curry, rockwealth’s newest team member, who’s bringing honest, transparent financial planning to the Lake District James Curry has seen…

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local financial adviser

Why later life financial planning demands specialist expertise

The financial landscape of later life has become increasingly complex, presenting unique challenges that require far more than generic financial advice….

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