First-Class
Wealth Management
Independent Financial Advice, Retirement Planning and Investment Management
How We Can Help You
Financial Planning
Build a clear and robust investment plan to achieve your financial goals that is both flexible and reliable.
Investment Management
Professional knowledge helping a diverse range of successful investment, retirement, tax and estate planning strategies.
Professional Partnership
First-class reputation by delivering on our promise to our clients.
In conjunction with Vision IFP, an award winnning team you can be proud of
Wealth Management
At Rockman Wealth our relationships are about more than just Wealth Management - they are a personalised partnership, built on teamwork that provide tailored solutions to achieve your financial objectives.
Identify your objectives
Understanding your life and financial goals, and how you will provide for the people who matter to you most.
Create your financial plan
We translate your objectives and goals into a strategic long term plan that delivers how you want it to.
Investment Strategy
Structure your investment and asset allocation to create a reliable portfolio that will achieve your goals.
How does it work
"The foundation blocks of my most successful relationships are mutual respect and trust."
Alex Rodman - Director
Harry Toffolo
Nottingham Forest
Incredible service from switching over to now day to day.
Alex has set up a solid plan not just for me but also for my family so we can all grow together.
Highly recommend!
Dean Henderson
Crystal Palace / England
Alex and I have worked together for a number of years now and I have seen the massive benefits and value of his advice and planning.
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His attention to detail is excellent, and what we have built for me and my family for retirement gives me complete peace of mind to focus on my football fully.
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I'm so happy being part of the Rockman Wealth family and couldn't recommend them more.
Luca Hoole
Bristol Rovers / Wales U21
I was looking for some advice on how to make the most of ​my money and after speaking to Alex it really was a no brainer.
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It's good knowing that Alex has helped me and is helping me build something for after football that I can trust.