Meet families building financial confidence with rockwealth

Having now been retired for over a year, Dylan is always at the end of the phone if I need any advise, withdrawals or reassurance on my funds. Thanks to Dylan's previous advice and management of my funds I can enjoy my retirement.

Continued support and advice. Great communicator and we continue to be really happy with the service from Dylan.

He always respond in time when I need and he is very thoughtful with the advice he give. I'm very happy with his help.

Dylan gave solid advice which enabled me to better invest my money and regularly reviewing my options and keeping me updated invoking confidence and trust. I feel he reviews my finances holistically and I know I'm able to contact Dylan for further advice as required and always feel valued.

Dylan has provided excellent advice and options in relation to Insurance, Pension and Investments. He has assisted with finding appropriate providers for Life Insurance, has assisted with Investments, such as ISAs for my wife and children, including advice about how best to structure these based on our wishes. He has also provided advice in relation to Pension schemes and how best to structure this and Beneficiaries for security in future, should anything happen to me.

With every aspect we have asked he has supplied for us 10 fold.

Really glad I got in touch with Dylan! He helped me make sense of my pensions and investments and gave me a much clearer understanding of where I stand financially. Dylan was friendly, knowledgeable and easy to talk to. If you’re looking for straightforward financial planning advice in Chelmsford, I’d highly recommend him!!!

I’ve spoken to a few advisers over the years, but Dylan was the first person to make financial planning feel straightforward. He explained my pensions and investments clearly, answered all my questions and helped me understand what I should be focusing on going forward. A great service and someone I’d happily recommend to anyone in Chelmsford looking for financial advice.

Although I work in London, I really wanted a financial planner closer to home rather than someone based in the City. After speaking with Dylan, I knew I’d made the right choice. We went through my pensions, investments and longer-term plans in a way that was clear and easy to understand, and I never felt like I was being rushed through the process. It’s reassuring to have someone local in Chelmsford who I can build a long-term relationship with. I’d happily recommend Dylan to anyone in Essex looking for straightforward financial planning advice.

Dylan took the time to understand my situation and explain everything in a way that was easy to follow. We covered my pensions, investments and future plans, and I came away feeling much clearer about what I need to do next. Professional, approachable and genuinely helpful. Highly recommend for anyone looking for financial planning advice in Chelmsford.