Investment Advice in Poole and Dorset
Stop paying for
underperformance.
Most actively managed funds fail to beat the market after fees. We build evidence-based portfolios that capture market returns at a fraction of the cost.
Our investment philosophy
We don't try to outsmart the market.
Nobel Prize-winning academic research. Over 100 years of market data. Portfolios designed to capture returns efficiently and let compound growth do the heavy lifting.
Four principles that guide every investment decision
Evidence over opinion
Our approach is built on Nobel Prize-winning research from economists like Eugene Fama, Kenneth French, and Harry Markowitz. Over 100 years of market data shows what actually drives returns.
Global diversification
The UK represents just 4% of global markets. Your portfolio holds over 10,000 companies across 40+ countries. As Markowitz proved, diversification is the only "free lunch" in investing.
Low costs matter
Research shows high costs are the strongest predictor of poor fund performance. Most active managers fail to beat the market after fees. Our fund costs are typically 0.2-0.4% vs 1.5%+ for active funds.
Stay the course
Since 1926, markets have experienced 7 major declines averaging 35%. Every single one was followed by a recovery. The average recovery took just 1.5 years. Patience is rewarded.
Watch our documentary
Evidence-Based Investing Explained
Discover why the world's most successful investors use evidence-based strategies, and how this approach can work for you.
Why evidence beats emotion
Most investors underperform the market because of emotional decisions - buying high when confident, selling low when scared. Our systematic approach removes emotion from investing, whether you're building towards early retirement or growing long-term wealth.
We use the same evidence-based principles employed by the world's largest pension funds and endowments. Combined with transparent fixed-fee pricing, it's not exciting, but it works.
Common investment questions
What do you invest in?
We build globally diversified portfolios using low-cost index funds. You'll own thousands of companies across developed and emerging markets, tilted towards factors that research shows drive higher expected returns. This forms a key part of your long-term financial plan.
Why don't you pick stocks?
Because it doesn't work reliably. The evidence shows that after costs, the vast majority of stock pickers underperform simple index funds. We'd rather give you the market return at low cost than gamble on beating it. Learn more about how we invest your money.
How do you manage risk?
Through proper diversification and asset allocation. We match your portfolio's risk level to your capacity and need to take risk, then rebalance regularly to maintain your target allocation. This is especially important when building a retirement income strategy.
What are your fees?
We charge transparent fixed fees for advice, agreed upfront. Underlying fund costs are typically 0.2-0.4%, far lower than the 1-2% charged by most actively managed funds. See our full adviser fee structure for details.
What our clients say
Visit us or we'll come to you
Our office is centrally located in Poole, Dorset. However, many clients prefer home visits, and we're happy to meet at your property or another location of your choice across the region.
rockwealth Poole
Arena Business Centres, Holyrood Close, Poole, Dorset BH17 7FJ
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.
