rockwealth Financial Advisers

rockwealth Financial Advisers - Mortgage Advice Cheltenham | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About rockwealth Financial Advisers

At Rockwealth Financial Advisers, my mission is to empower clients through the often complex world of mortgages. Based in the heart of Cheltenham, I pride myself on delivering comprehensive insights that reflect a deep understanding of the financial landscape. My focus is on providing clarity, ensuring that each client feels confident in their choices. I specialise in a wide array of mortgage options, including residential, buy-to-let, and self-build mortgages. My approach is methodical; I take the time to assess each client's unique circumstances, allowing me to identify the most suitable mortgage products available. Understanding that no two clients are the same, I delve into the specifics of each situation, considering factors such as income, existing commitments, and future aspirations. The mortgage application process can often seem daunting, filled with jargon and paperwork. To alleviate this stress, I guide clients through every step, from initial consultation to completion. I believe that informed clients make the best decisions, which is why I prioritise transparency and education. I take the time to explain the intricacies of various mortgage products, helping clients understand not just their options but the implications of each choice. My expertise extends beyond just securing a mortgage; I also provide guidance on remortgaging and equity release strategies. I recognise that financial needs evolve, and I'm here to adjust the approach as those needs change. Whether it's re-evaluating your mortgage as your circumstances shift or exploring options for investment properties, I remain committed to your financial journey. In this ever-changing market, I stay abreast of the latest developments and trends. This ensures that I can offer informed advice that reflects current conditions, giving clients the confidence they need to make sound financial decisions.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(25 reviews)

2 Mar 2026

We highly recommend Chris and the team at Rockwealth, their expertise and financial knowledge has been invaluable at guiding us through our retirement planning, Chris is very easy to deal with and explained everything to us in layman's terms. We have no hesitation at recommending their services.

Sharon Smith

11 Dec 2025

Ed Blackett of Rockwealth gave me a masterclass in understanding the process of wise investment. He explained it in simple terms and advised me patiently through a process which was totally foreign to me . He always responded promptly to my emails and calls and left me feeling secure and confident . I wouldn't hesitate to contact Ed for help and advice in the future.

Rob Campling

11 Apr 2025

Very professional service from our IFA Ed at Rockwealth. The yearly face to face to face review is valued, giving us the assurance that we are doing all we can to fund retirement as well as assist our children when it comes to finding their first rung on the property ladder.

Tony Pierce

7 Mar 2025

I have been with Rockwealth for three years and very happy with their service. Right from the start they were very friendly and helpful. I feel my pension funds are in the right place which I can easily monitor. Rockwealth advice has been very good helping me plan out my finances for now and the future.

Xiaoling Yan

6 Dec 2024

I've been working with Rockwealth for the past few years, and I couldn't be happier with the service they've provided. From the very beginning, their team has been professional, knowledgeable, and always ready to offer personalized financial advice tailored to my needs. They've helped me navigate through various financial decisions with clarity and confidence, and I truly feel like they have my best interests at heart. The team at Rockwealth (Tim Horrocks, Ed Blackett and Kieran Allen) is not only responsive but also proactive, keeping me informed and helping me stay on track with my financial goals. I highly recommend their services to anyone looking for trustworthy and expert financial guidance!