rockwealth Revenue
Financial Services • 
Cheltenham, England, United Kingdom • 21-50 Employees
rockwealth revenue & valuation
| Annual revenue | $2,309,985 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,400,000 |
| Total funding | No funding |
Key Contacts at rockwealth
Chris Wallsgrove Ba
Director And Chartered Financial Planner
Brandon Lamam Fpfs Step
Director And Chartered Financial Planner
Matt Millard Dippfs Pfe
Director & Financial Planner
David Bowen
Director And Chartered Financial Planner
Nick Hutchings Experienced
Director And Chartered Independent Financial Planner
Matthew Frary
Director | Chartered Financial Planner
Mark Roe Fpfs
Director & Chartered Financial Planner
Matt Kiddle
Director
Company overview
| Headquarters | 3 Imperial Square, Cheltenham, Gloucestershire GL50 1QB, GB |
| Phone number | +441242505505 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investments, Pensions, Inheritance Tax, Financial Planning |
| Founded | 2013 |
| Employees | 21-50 |
| Socials |
rockwealth Email Formats
rockwealth uses 2 email formats. The most common is {first initial} (e.g., j@rock-wealth.co.uk), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@rock-wealth.co.uk | 90% |
{first name} | john@rock-wealth.co.uk | 10% |
About rockwealth
rockwealth are award winning Chartered Financial Planners & Independent Financial Advisers located in the heart of Cheltenham with offices throughout the UK; Norwich, Leamington Spa, Brighton, Cardiff, Knutsford, Leeds, Aberdeen, Wharfedale, Reading, Edinburgh and Harrogate We understand that wealth is the ability to fully enjoy life and that true wealth is not so much about money as our life’s experiences, contribution and values. At RockWealth we have a clear picture of what Financial Planning should be about … we focus on you. Financial planning sits at the core of everything we do for our clients. It’s what links them to where they want to be, from where they currently are. We have been awarded the prestigious Chartered Financial Planner designation As an independent, fee-based Chartered Financial Planner firm - trust and professionalism is at the heart of what we do. This means you can be confident you are dealing with one of the UK’s leading Financial Planning firms.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
rockwealth has 13 employees across 3 departments.
Departments
Number of employees
Funding Data
rockwealth has never raised funding before.
rockwealth Tech Stack
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