A Life Financial Plan as individual as you are

At Rockwell, we help busy professionals and executives like you manage your financial affairs efficiently as you focus on your career.

We help you build a concrete financial plan

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.

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What We Offer

At Rockwell Financial Management, our expert financial planning services include wealth management, retirement planning and pensions advice and investments.


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.

Financial Planning

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.

Employee Benefits

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.

Wealth Management

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.

Our 6-stage Process to Personal Financial Planning

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.

Stage One

We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals.

Stage Two

We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities.

Stage Three

We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead

Stage Four

We create a clear plan to help you achieve your aspirations and goals.

Stage Five

We’ll put your personalized plan into action

Stage Six

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.

About Rockwell Financial

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.

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“They can get you to a point much faster than you would on your own, that's for sure.”

Brendan WallacePharma Engineer

Our Track Record

1300+ Clients

Over 1300 personal and corporate clients


We manage €78m in client funds

18 Years

18 years experience in delivering results


individual investments to choose from

Charity Supporters

Debra Ireland, RCH Crumlin, Alone & the DRCC

37 Providers

Access to 37 different providers for Pensions, Investments & Insurance

ConorCFO , Dublin 6

“I’d just finished a meeting with my previous advisor, a rep for a large stockbroking firm, when it finally dawned on me that I was merely a target for him to pitch for his latest product. When I met Rockwell, I was delighted to find out that they were far ”

Paul Morel

"Very good, I was recommended them by by my accountant and met Pete for advice on a pension. He explained everything really clearly, I don't know why this stuff isn't taught in school!! Highly recommended"

ConorCFO , Dublin 6

“I’d just finished a meeting with my previous advisor, a rep for a large stockbroking firm, when it finally dawned on me that I was merely a target for him to pitch for his latest product. When I met Rockwell, I was delighted to find out that they were far ”

Bryan Goodson

"Met with Paul to discuss some options for future planning. Very helpful and very knowledgeable. Couldn't recommend enough"

Aine Gallagher

"Really professional and a pleasure to deal with, always reassuring me throughout the process, keeping me updated and giving good, honest advice. I will be contacting Robert and his team for any financial needs I have in the future and have recommended them to friends and family."

Book a Free Consultation

Book a consultation with a member of our team and take the next step in your financial planning journey.

IE +353 1 296 6120