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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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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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