Independent Financial Adviser in Leeds
Evidence-based advice.
Fairer fixed fees.
rockwealth Leeds helps you make confident financial decisions with independent advice, evidence-based investing and transparent fixed fees.
How rockwealth Leeds stands apart: evidence-based investing, independent advice and fairer fixed fees.
"At rockwealth Leeds, your goals are at the forefront of everything we do. Our role is to give you clear, unbiased financial advice built around your life — not around products, commission or market speculation."
Years of academic research behind our investment approach
Financial planning offices across the UK
Lives changed through financial planning
Know exactly what
your advice will cost
Our advice process is built around transparency. Financial MasterPlan recommendations start from £2,000, with implementation and ongoing support agreed clearly in advance. No hidden costs - just fair, fixed fees that align our interests with yours.
Everything you need for financial clarity
Not sure where to start? Meet our team and let's have a conversation about what's on your mind.
Strategic Financial Planning
A strategic journey from where you are now to where you want to be. We help you understand your cash flow, goals, risks and options so every financial decision has a clear purpose.
Learn moreEvidence-Based Investing
Investment decisions backed by academic research, not market speculation. We focus on diversification, discipline, cost control and long-term expected returns.
Learn morePension & Retirement Planning
Know when you can retire, how much income you may need and how to use your pensions and investments to support the life you want.
Learn moreSpecialist advice for complex financial decisions
Know when you can retire, what income you may need, and how to make your money last. We create clear projections so your retirement decisions support the lifestyle you want.
Retirement Planning
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Build an evidence-based investment strategy aligned with your goals, risk tolerance and long-term financial plan. We help you invest with discipline, clarity and confidence.
Investments
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Pass on wealth efficiently to those you love. We help families with estate planning, inheritance tax mitigation, trusts and structuring wealth for future generations.
Inheritance Tax Planning
Learn moreStop guessing. Start compounding.
Our investment philosophy is grounded in evidence, not prediction. We build diversified, low-cost portfolios designed to capture long-term market returns while helping you avoid emotional decisions that can damage wealth.
Global diversification
Exposure to 10,000+ companies across developed and emerging markets. Your success isn't tied to any single stock, sector, or country.
Low-cost implementation
We use index funds with charges of 0.2-0.4%, not the 1.5%+ charged by active managers. More of your money stays invested.
Rules-based rebalancing
Systematic rebalancing removes emotion from investing. We buy low and sell high automatically, not based on headlines.
Responsible overlay
Optional ESG screening available. Align your investments with your values without sacrificing expected returns.
What clients say about our financial advice in Leeds
Hear how rockwealth is helping families across West Yorkshire take control.
Insights from our team
From practical guides to market commentary - stay informed about what matters for your financial future.
Common questions about financial advice
Everything you need to know about working with a financial planner in Leeds.
A financial adviser helps you make sense of your money and plan for the future. At rockwealth, we start by understanding your life goals - whether that's retiring early, funding your children's education, or simply having peace of mind about your finances. We then create a comprehensive plan covering investments, pensions, tax efficiency, and protection, all tailored to your situation. Based in Leeds, West Yorkshire, we focus on giving you clarity and confidence about your financial future.
We believe in transparent, fixed fees rather than percentage-based charges that grow with your wealth. Our fixed-fee approach means you know exactly what you'll pay, and it's often significantly less than the industry standard of 1% per year. For a £500,000 portfolio, this could save you over £80,000 in fees over 20 years. We offer a free initial consultation so you can understand exactly what's involved before making any commitment.
Many people successfully manage their own finances, but an adviser can add significant value in several ways: avoiding costly mistakes during market volatility, optimising your tax position through inheritance tax planning, ensuring you're on track for retirement, and providing peace of mind. Research consistently shows that advised clients achieve better outcomes - not just financially, but in terms of confidence and reduced stress about money. See what our clients say in our client reviews.
rockwealth Leeds is led by Brandon Lamam, a Chartered Financial Planner, Fellow of the Personal Finance Society and STEP Affiliate. Brandon specialises in pensions, estate planning, inheritance tax mitigation and technical financial planning for families, business owners and high-net-worth individuals.
Getting started is simple. Book a free, no-obligation discovery call with one of our advisers. During this 30-minute conversation, we'll listen to your situation, understand what's on your mind, and explain how we might help. We serve clients across Leeds and West Yorkshire, including Leeds city centre, Harrogate, Ilkley, Wetherby, Roundhay, Chapel Allerton, Headingley and Otley. There's no pressure and no jargon - just an honest conversation about your financial planning needs.
Still have questions? We're here to help.
Begin your financial journey with rockwealth Leeds
Your first meeting is at our cost. We'll listen, understand your goals and explain whether we can help — with no pressure and no obligation.
