We help entrepreneurial financial planners to start and grow successful, client-focused businesses #EvidenceInvesting #FinancialPlanning
Cheltenham
Joined June 2019
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EBAdvisers retweeted
📊 𝗠𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀.
A great financial planner fuels transformation — guiding you from what-ifs to what’s next, balancing bold dreams with steady steps. Explore here: shorturl.at/gi6yG
#MoneyPlanning #PurposeDriven #LiveYourBestLife
@rockwealthUK
EBAdvisers retweeted
Unretirement: the benefits of working in later life
leedsifa.co.uk/blog/retireme…
If you’re in your 40s, 50s, or early 60s, whether employed, self-employed, or running your own business, it’s natural to start thinking about what life beyond full-time work could look like.
EBAdvisers retweeted
Uncertainty in investing triggers the same fear responses as a health scare.
Here’s how to calm your instincts and invest with confidence 👉 shorturl.at/oKqat
#Investing #Markets @rockwealthUK @danielcrosby @harrimanhouse
EBAdvisers retweeted
The Leeds Reforms and your investments: what you need to know
rock-wealth.co.uk/leeds-refo…
The Leeds Reforms - the Chancellor’s new plans for investing and the financial markets - promise to widen equity ownership and cut red tape. But what do they actually mean for your money?
EBAdvisers retweeted
Today's hero, tomorrow's zero?
Neil Woodford. Fundsmith Equity. Artemis Income. Ruffer. Liontrust. Baillie Gifford US Growth.
All soared. All sank.
Star managers fade. The market endures.
My latest for @rockwealthUK 👇 leamingtonifa.co.uk/blog/fun…
EBAdvisers retweeted
Should Business Owners See Their Business as Their Pension?
youtube.com/watch?v=3qZADFWC…
rockwealth Edinburgh - 0131 3928822
#BusinessOwners #FinancialPlanning #rockwealthEdinburgh #RetirementPlanning #InvestmentStrategy
EBAdvisers retweeted
So, has your financial adviser been taken over?
If the answer is yes, read on, because the firm’s new owner might not have your best interests at heart.
financial-advisor-reading.co…
EBAdvisers retweeted
One of the best books about money I’ve read this year is The Soul of Wealth by psychologist Daniel Crosby. In it he explores what wealth really is and provides practical suggestions for how to change your thinking and your actions to lead a wealthier life leamingtonifa.co.uk/blog/fin…
EBAdvisers retweeted
What to do when your financial adviser is taken over
So, has your financial adviser been taken over? If the answer is yes, read on, because the firm’s new owner might not have your best interests at heart.
financial-advisor-reading.co…
EBAdvisers retweeted
💬 Client Spotlight
“The world of pensions and investments felt like a minefield, until we met Matt at rockwealth.”
If you’re tired of jargon and just want straightforward advice that makes sense, let’s talk.
#FinancialPlanning #RetirementReady #rockwealth
EBAdvisers retweeted
More than 300 financial advice firms in the UK have been taken over since the start of 2022 — many of them by private equity firms.
Independent academic research has confirmed that, post-acquisition, advisers push clients toward higher-margin, in-house products that benefit the consolidator more than the client.
Now the financial regulator is warning of the potential for consumer harm.
#FinancialAdvice #FinancialRegulation #ConsumerProtection shorturl.at/aJ2uX
EBAdvisers retweeted
Why you shouldn’t rush important financial decisions...
“The Chimp is an emotional machine that will hijack you if you allow it to,” Professor Peters writes. “It is not good or bad; it is just a Chimp.”
leedsifa.co.uk/blog/behaviou…
EBAdvisers retweeted
Revealed: the government’s radical workplace pension experiment with your money
rockedinburgh.co.uk/pensions…
#rockwealth
EBAdvisers retweeted
It’s natural to avoid thinking about ageing, illness or death — it’s uncomfortable.
But life is unpredictable, and putting things off can have serious consequences.
A financial planner can help ensure essentials like wills and powers of attorney are in place before it’s too late.
👉 shorturl.at/Fbg4s
#FinancialPlanning #LaterLife
EBAdvisers retweeted
Has it ever crossed your mind that you might live to 100? Not so long ago, to reach that landmark was a relatively rare feat. But that’s changing fast.
cardiff-ifa.co.uk/blog/retir…
EBAdvisers retweeted
What is unretirement?
Unretirement means returning to the workforce or staying professionally active after initially stepping back.
leedsifa.co.uk/blog/retireme…
EBAdvisers retweeted
Spooked by market turmoil? You need a financial plan
brightonifa.co.uk/market-tur…
#FinancialPlan #markets #retirement #trump #volatility
EBAdvisers retweeted
Not so long ago, people typically lived for only a few years after finishing full-time work. Fit and healthy people retiring today might still be alive 30 years or more from now.
That’s why properly planning for life beyond the 9 to 5 is so important.
On the latest @investing_show from @Timeline_Tech, @PeteMatthew discusses all things #retirement, from #pensions to hobbies, relationships and funding long-term care 👉 youtu.be/DfPCVwF6oF4
@AbrahamOnMoney
EBAdvisers retweeted
Despite earning more than ever, many people still struggle to feel happy.
But while the link between money and happiness is not straightforward, the way we spend our money plays a far bigger role in our wellbeing than we realise.
Here are nine evidence-backed ways to increase our happiness by adjusting our approach to spending 👉 shorturl.at/oUFrf
#Money #Happiness #Wellbeing @rockwealthUK
