We offer independent, whole of market advice including Investments, Pensions, Inheritance Tax Planning, Mortgages, Equity Release Mortgages, Life and Critical Illness Protection, General Insurance and Long-Term Care products
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ROCK SOLID ADVICE
Depending on your personal goals we can help grow your investments, generate a new income source, or preserve your wealth by offering a range of services to suit your goals and approach to investment.
We insure our homes, cars, valuables, and pets, but often we forget about the one thing that pays our monthly outgoings, You. We can offer protection, to ensure that you have available funds at the most difficult times in your life e.g., death, critical illness or long-term sickness or injury.
Our advisors will help you create a tailored made retirement plan as part of your wider financial planning needs to ensure that you achieve the lifestyle you would desire at retirement.
Everyone’s circumstances are unique; however, we all share a common goal of trying to protect our assets and transfer our wealth with maximum efficiency to the next generation or our preferred causes.
One of our mortgage advisors will review the whole of the market to determine which mortgage type is best for you and identify the most competitive deals based on your personal circumstances and objectives.
A lifetime mortgage is a specialist option, usually for those in their later years that wish to access the value of their home, in the form of a lump sum or income.
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Rock Financial Advisors Ltd are Directly Authorised by the Financial Conduct Authority reference 750001.
Our FCA status is confirmed on the FCA Register – Financial Conduct Authority.
Registered office: 20 Eversley Road, Bexhill on Sea, East Sussex, TN40 1HE
Registered in England and Wales number: 9828839
Postal Address: Innovation Centre, Highfield Drive, St Leonards on Sea, East Sussex, TN38 9UH
Telephone: 01424 858200
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
