professional partnerships

importance of corporate planning
“Working together to better serve our clients”

Chris Wallsgrove – RockWealth Leamington Spa

As well as working directly with employers we also work in partnership with a broad range of professional services firms in the employee benefits sector, delivering services expertly, efficiently and professionally.

We believe that effective collaboration drives new business and assists with the retention of key clients. We aim to represent you well at all times and always respect boundaries.

We currently work in partnership with solicitors, accountants, employee benefit consultants and insurance brokers. Clients referred include private individuals, charitable trusts and businesses ranging from SMEs to mid-size firms.

pension guidance

We are always open to discussion but find that the work most regularly referred to us includes:

  • Workplace Pension Consultancy
  • Group Risk Consultancy
  • Business Protection
  • Private Client Retirement Planning
  • Inheritance Tax Planning
  • Investment Management

To discuss how we can work together, please contact us via the details below: