Here at Evidence-Based Advisers, we’re pleased to announced the launch of two new authorised representatives — RockWealth Leamington and RockWealth Brighton.
It brings to four the number of RockWealth firms in the UK. The others are in Cheltenham and Norwich.
“Really proud”
“We’re really proud to be rolling out our distinctive value proposition across the UK,” says RockWealth’s Managing Partner Tim Horrocks.
“RockWealth is probably best known as a pioneer of evidence-based investing. But that’s just one of the ways we’re improving client outcomes.
“Everything we do is founded on what’s best for our clients. That includes offering them fixed fees instead of percentage fees, an insistence on absolute transparency, and our emphasis on holistic financial life planning.
“The financial advice sector is ripe for constructive reform, and we intend to be at the forefront of positive change.”
“Radically different”
Owen Williams, who will run RockWealth Leamington, joins from Beaufort Wealth Management.
“There are some good advisers locally,” says Owen “but the RockWealth approach is genuinely disruptive. What we offer is radically different from what traditional advisers are providing.
“I’m very excited to have the business up and running.”
Focus on sustainable investing
Owen’s opposite number in Brighton is his namesake Steven Williams, who moved to RockWealth from Progeny. He was particularly attracted to RockWealth by its belief in the importance of sustainable investing.
“People are increasingly conscious of the impact of their purchasing decisions,” says Steven. “Awareness of the acute situation with climate change is now almost universal. ESG is going to be a critical factor in people’s investment decision-making.”
Launching a new business while the country remains in the grip of a pandemic might seem like a bold move. But Steven Williams believes the timing is right.
“Now is actually a good time to launch a new business with a simple and authentic value proposition,” he says. “The impact of lockdown has been felt in so many ways. Brexit has also caused uncertainty. People are looking for vision, clarity and transparency.”
Cheshire and Cardiff to follow
As well as its headquarters in Cheltenham, RockWealth has an office in Norwich. In addition to Leamington and Brighton, it also hopes to launch another two firms in the next few weeks, in Cheshire and in Cardiff.
“We want to work with the very best financial planners,” says Tim Horrocks. “That means talented individuals who have the ambition to build successful businesses, but who also want to do the right ting by their clients at all times.
“In return, we provide them with authorisation through EBA, compliance and technical support, professional development, content and marketing. In other words we’re offering them everything they need to enable them to focus on the job in hand.”
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In particular, we want to help like-minded entrepreneurs to launch and grow successful, client-focussed businesses.
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