Although providing financial advice is a very important part of our service, we at rockwealth Leeds see ourselves as very much a financial planning firm. But what is financial planning exactly?

As rockwealth Leeds founder BRANDON LAMAM explains in this video, financial planning is essentially a process that helps you to reach your life and financial goals. By showing you, at every stage of your life, what you need to do to achieve those goals, financial planning gives you clarity and confidence.

Everyone’s different. We all have unique circumstances, values and objectives. So it’s crucial that you start with a plan from the outset that’s specifically designed for you.

But financial planning is not a one-off process. Inevitably, life will not turn out exactly as we expect it to, and our plans will almost certainly need revising from time to time.

So having your own financial planner to review your situation on an ongoing basis, and to whom you can turn whenever you’re anxious about your money or investments, is hugely valuable.

 

Financial Planning Explained - rockwealth Leeds

 

Want to learn more about our financial planning processes?

This is one of many videos you will find on the rockwealth YouTube channel. Why not subscribe to receive our latest content as and when we post it?

 

Discover the power of financial planning

At rockwealth, everything we do is designed to help our clients to lead the lives they truly want to and enjoy the deep sense of satisfaction that comes from realising their hopes and dreams.

If you’d like to learn more about proper financial life planning, and what it can do for you and your loved one, why not get in touch?

 

© rockwealth MMXXIV

 


IFA and Financial Planners in Leeds

rockwealth Leeds is an evidence-based and fee-only Independent Financial Adviser situated in the City of Leeds, West Yorkshire.

About Us: Nestled in the bustling centre of Leeds, rockwealth is your dedicated local financial planning firm, offering a plethora of financial services. From tailored financial advice to comprehensive pension and retirement guidance, investment advice, and inheritance tax planning, we are here to facilitate your financial journey in Leeds and the broader West Yorkshire area.

Interested to work with us?: Begin your financial journey with us through an Initial Discovery Consultation, completely free of charge and without any obligation. You can visit us at our office, schedule a video call, or call us on:  0113 5266022.

Discover rockwealth Leeds at: rockwealth Leeds, One Park Row, Leeds, LS1 5HN.