Company Information

Get to know The Blue Rock

Founded in 2005, The Blue Rock is an award-winning firm of Chartered financial planners and discretionary fund managers dedicated to providing comprehensive wealth management services. The company's mission is to help clients achieve their financial and lifestyle goals through services including investment management, tax planning, pensions, and corporate finance, operating with a commitment to independence, transparency, and building long-term client relationships. The Blue Rock is a trading name of Blue-Rock Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Insurance

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The Blue Rock

Australia

Founded in

01 Jan 2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.