Rockmoor Wealth Management is a UK-based, independent financial planning firm that holds Chartered Financial Planners status, a leading industry standard for ethical and professional practice. The company's mission is to help clients achieve and maintain their desired lifestyle by providing bespoke financial planning, investment management, retirement planning, and estate planning services. They emphasize a client-centric approach, building long-term relationships to manage and grow wealth through various life stages.

Founded in

Canada