Led by expert Chartered Financial Planners Chris Wallsgrove and Owen Williams, RockWealth Leamington Ltd provide a full, relationship driven, financial planning and investment management service for private and corporate clients alike.
The partnership will see RWL add its valuable skills and expertise to the IHP partner network, to help not only support our respective clients but also add to our employee well-being programmes and sessions, when it comes to the topic of financial well-being. This will see the partners work together on a number of great initiatives throughout the year.
IHP Managing Director Nick Butcher explains further
“I’m really pleased to welcome the expertise of Chris and Owen to the IHP partner network. In the current economic climate that we all face, financial well-being is more important than ever. As a business owner, I know the benefit I found from sitting down with them myself. It has helped me enormously to understand and plan what I need for my financial future. I look forward to seeing how they will support our fellow partners and clients.”
Chris Wallsgrove and Owen Williams, Directors of RockWealth Leamington are excited to partner with IHP
“We like to think we’re doing things a little differently to many of our peers and challenging an industry norm or two. We believe in proper financial planning not product flog, fair fixed fees and take an evidence-based approach to investment management that removes as much of the unnecessary cost and guesswork as is possible. We’re really looking forward to collaborating with IHP and hope to bring some real value to the wider network.”
To find out more about Financial Planning please watch this video below, and if you would like to discuss further, Owen and Chris would be happy to hear from you for an informal chat. Website details are below.
To find out more about RockWealth Leamington Ltd, please visit: www.leamingtonifa.co.uk
To book your next Ignition Human Performance training course, please visit: www.ignitionperformance.com