How a financial advisor
can help me?

We are rockwealth, your trusted financial advisor in Leeds. Dedicated to evidence-based investing and advocating fair, fixed fees, we aim to maximise your investment returns.

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Independent financial advisor Leeds

As a leading personal financial advisor firm, we’re at the forefront of evidence-based investments in the UK. Our strategy is designed not only to maximise your financial outcomes but also to positively impact society and the environment.

Based in Leeds and with branches across the UK, our mission is to empower everyone with the essential knowledge to make well-informed financial choices.

– Financial Advice

– Pensions & Retirement

– Investing

Get in touch with us below for more information:

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rockwealth Leeds financial advisor services

What we can do for you

At rockwealth Leeds, we recognise the vital importance of securing your financial future. Our team of dedicated financial advisors is here to guide you through the complexities of investing and financial planning. We specialise in creating bespoke solutions that are uniquely tailored to meet your individual needs, offering our professional services to residents in Leeds and the surrounding area.

Financial Advisor Services

We’re passionate about making sure your finances are in good shape.

Pensions & Retirement

Let us assist you to make better choices for your retirement in Leeds and the surrounding area.

Investing

Be successful with our sustainable and evidence-based approach to investing.

  • rockwealth have always acted professionally, they are 100% trustworthy and I would not go anywhere else. They understand my financial needs and always act in my best interests. My advisor is easily contactable with any concerns and always eases any worries. After a previous bad experience I am so glad to have found rockwealth.”

    Sandra Wentworth, Google Review

financial advisor in Leeds

How we work

Is rockwealth
right for you?

Our team of seasoned financial advisors in Leeds is devoted to helping you make well-informed decisions. We aim to protect your wealth, enhance your assets, and ensure a comfortable retirement.


Whether your objectives include investing, saving for your children’s education, or optimising your financial management, our evidence-based approach to financial planning equips you with the necessary tools and strategies to realise your financial goals. Place your trust in our expertise to navigate you towards financial prosperity, and secure your future with rockwealth.

Ready to get started? Book an appointment now.

Financial Advisor firm in Leeds

Meet our Financial Advisors

Financial planning

Brandon Lamam FPFS

Director | Chartered Financial Planner

Mark Roe Financial Planner in Leeds

Mark Roe FPFS

Director | Chartered Financial Planner

With several financial advisor offices across England, Wales and Scotland, we’re a team you can trust.

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