At Rockwell, we help busy professionals and executives like you manage your financial affairs efficiently as you focus on your career.
Whether you’ve recently tied the knot, are raising a family, helping care for relatives or want to leave a lasting legacy to loved ones, Rockwell Financial Management can help you plan financially for all of life’s stages.
We’re here for you and your family to help you manage your wealth in line with your life and financial needs and through the various stages of your life.
We’ll take all the complexity out of planning for retirement for you and help you make the right retirement planning and pension decisions, whether you are an employee, self-employed, a company director or even already retired.
Your early career financial decisions and career path can have a significant impact on your finances. So it’s important to plan ahead to ensure your career today can help you plan for a better future.
Employees are happier in Companies that offer good employee benefits. Rockwell works with many companies, semi-states, and professional organisations, to help implement staff programmes that help enhance staff performance.
The strength of our investment advice process is one of the main reasons our clients select Rockwell as their Wealth Manager. We work with you to establish precise investment goals before designing an investment portfolio to meet your objectives.
We use a 6-stage process for our Personal Financial Planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.
We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals.
We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities.
We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead
We create a clear plan to help you achieve your aspirations and goals.
We’ll put your personalized plan into action
We’ll then make sure to track your progress and to consistently monitor and review. We’ll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.
Trust is the foundation of all successful financial relationships. You need the confidence that we know what we’re doing, will honour our commitments, and make you – our client – our highest priority.
At Rockwell you’ll find a dedicated team of expert financial advisors with more than 18 years experience delivering positive financial results for our clients. We are utterly focussed on helping our clients live their best financial life. We are committed to delivering excellent outcomes for our clients – whether they are employed, self employed or retired.
We are over 20 people, managing €78mn+ of client assets, with offices in Dublin City Centre.
“They can get you to a point much faster than you would on your own, that's for sure.”
Brendan WallacePharma Engineer
Over 1300 personal and corporate clients
We manage €78m in client funds
18 years experience in delivering results
individual investments to choose from
Debra Ireland, RCH Crumlin, Alone & the DRCC
Access to 37 different providers for Pensions, Investments & Insurance
Book a consultation with a member of our team and take the next step in your financial planning journey.
2021 Rockwell Financial Management. Rockwell Financial Management Ltd t/a Rockwell, Rockwell Financial Management, Rockwell Mortgages is regulated by the Central Bank of Ireland. Rockwell Financial Management Limited is a company registered in Ireland. Registered office is situated at The Old Station House, 15a Main St, Blackrock, Co. Dublin, A94 T8P8
