Financial Advisers in Poole
Your wealth. Your life.
Finally aligned.
Fixed fees. Evidence-based investing. A plan built around what actually matters to you.
Smarter clients are moving to evidence-based investment management.
"Traditional financial advice focuses on products. We focus on your life - your goals, your values, and the future you want to build. That's the foundation of our evidence-based approach."
Average savings on fees
Years of academic research behind our investment approach
Assets under advice
rockwealth group
Choose clarity
with fixed fees
Transparent pricing from £2,000 for your Financial MasterPlan. No percentages, no hidden costs - just fair, fixed fees that align our interests with yours.
Everything you need for financial clarity
Not sure where to start? Meet our team and let's have a conversation about what's on your mind.
Financial Planning
See your entire financial picture in one place. We analyse your assets, income, spending, and goals to create a clear path forward.
Learn moreInvestment Management
Our approach is grounded in 60+ years of academic research. Low-cost, globally diversified portfolios that work.
Learn moreRetirement Planning
Get clarity on your retirement date, income needs, and how to make your money last. No more guesswork.
Learn moreSpecialist advice for complex financial needs
Know exactly when you can retire and how to make your money last. We create detailed projections, optimise your pension drawdown strategy, and ensure you can enjoy retirement with confidence.
Retirement Planning
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Navigate the complexity of pensions with confidence. From consolidation to drawdown strategies, we help you maximise your retirement income and make informed decisions.
Pension Advice
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Pass on wealth efficiently to those you love. We create tailored inheritance tax strategies, set up trusts, and ensure your legacy is protected for future generations.
Inheritance Tax Planning
Learn moreStop guessing. Start compounding.
Leave stock-tips to the headlines. We build portfolios on peer-reviewed research, global diversification, and the power of compound growth.
Global diversification
Exposure to 10,000+ companies across developed and emerging markets. Your success isn't tied to any single stock, sector, or country.
Low-cost implementation
Funds we use typically charge 0.2–0.4%, against an average active fund charge of 0.89% in FCA data. Every basis point you do not pay stays invested and compounding.
Rules-based rebalancing
Systematic rebalancing removes emotion from investing. We buy low and sell high automatically, not based on headlines.
Responsible overlay
Optional ESG screening available. Align your investments with your values without sacrificing expected returns.
What our clients say about our financial advice
Hear how rockwealth is helping families across Dorset take control.
"Approachable, highly professional and forward-thinking, I would have no hesitation in recommending rockwealth."
"Professionals who are able to talk to us and encourage us to think about life and what we want to get out of it."
Insights from our team
From practical guides to market commentary - stay informed about what matters for your financial future.
Common questions about financial advice
Everything you need to know about working with a financial planner in Poole.
Far less product-selling than most people expect. The first job is to understand the life you are trying to fund, whether that is retiring early, helping your children, or simply knowing your family would be secure without you. Only then do we build a joined-up plan covering investments, pensions, tax and protection rather than treating each in isolation. We provide this advice to individuals and families across Poole, Dorset.
We usually charge a clear fixed fee, agreed in writing before any work starts and linked to the service delivered. For a smaller portfolio, a percentage fee can sometimes work out cheaper; if it does, we will explain that option and let you choose. Your first conversation costs nothing, and you will always see the proposed fee before you commit to anything.
Plenty of people invest perfectly well on their own. Advice tends to earn its keep at the decision points: holding your nerve when markets fall, drawing an income without paying more tax than you need to, starting inheritance tax planning while the useful options are still open, and answering the question most people cannot answer alone: do I actually have enough? Much of that value is behavioural rather than technical. Our client reviews describe it better than we can.
Our advisers hold recognised professional qualifications from the Chartered Insurance Institute and continue their professional development throughout their careers. You can read more about our team and our evidence-based approach, which draws on decades of academic research rather than market forecasts.
It starts with a free 30-minute conversation about what has brought you to us and what you would like help with. We will explain how we could approach your situation and be honest about whether we are the right firm for you. We work with clients throughout the Poole area, including Sandbanks, Canford Cliffs and Branksome Park. If we both feel it is a good fit, we will set out the next steps and a clear fee in writing, so you can decide whether to proceed without pressure.
Still have questions? We're here to help.
Start with clarity, scale with confidence
rockwealth helps families across Dorset build financial security - with evidence-based investing, fair fixed fees, and advice that puts your life first.
