Contact Information
Address:
16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY
Phone:
Website
https://www.leamingtonifa.co.uk
rockwealth Leamington Spa is a trusted independent financial adviser in Leamington Spa, providing clear, fixed-fee financial planning for individuals and families across Warwick, Warwickshire, and the surrounding areas. Our experienced IFA specialise in retirement planning, pension advice, investment management, and long-term wealth planning, using an evidence-based approach designed to support steady, long-term financial outcomes. We help clients make informed decisions about their money with transparent advice and no pressure. Whether you’re planning for retirement, reviewing pensions, or looking for a financial adviser near Warwick or Leamington Spa, rockwealth offers personalised financial planning tailored to your goals. Get in touch with rockwealth Leamington today to arrange an initial conversation and find out how fixed-fee financial advice can help you plan with confidence and protect your financial future.
16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY
https://www.leamingtonifa.co.uk
rockwealth Leamington Financial Advisers is your trusted independent financial adviser based at 16 Hamilton Terrace, Holly Walk, Leamington Spa CV32 4LY. We provide clear, professional financial advice to clients right here in Leamington Spa. Our team offers personalised financial planning services, including pension advice, investment management, retirement planning, and inheritance tax planning, all tailored to your individual goals. We are committed to helping you build and protect your wealth for the future. To discuss how we can assist you, visit our website at https://www.leamingtonifa.co.uk or call us on 01926 969010 to arrange a consultation at our Leamington Spa office.
What financial services do you offer at your Leamington Spa office?
We offer independent financial advice, including pensions, investments, retirement planning, and inheritance tax planning, all from our office at 16 Hamilton Terrace.
How can I book an appointment at your Holly Walk location?
You can book an appointment by calling us directly on 01926 969010. We are available for meetings at our office on Hamilton Terrace.
Do I need to bring any documents to my first meeting?
It is helpful to bring any existing financial statements or policy documents, but we can guide you through everything you need during our initial discussion.
Are you an independent financial adviser?
Yes, rockwealth Leamington is a fully independent financial adviser, which means we provide unbiased advice from the whole market.
Who will I be meeting with at your Leamington Spa office?
You will meet with one of our experienced, qualified financial advisers who will take the time to understand your personal financial situation.