Catherine Casey

For me, being able to help people with their financial planning is rewarding. I get to see their happiness when we achieve their financial goals. I get to see their relief when we demystify the jargon and explain exactly what policies they have and how they work. I get to see how their families develop, as I work with them through their life stages. I get to watch their family tree grow. I get to help them achieve financial happiness. As an experienced Independent Financial Adviser, Chartered Financial Planner and member of the Personal Finance Society, I also mentor and coach developing financial advisers. This should reassure you that you are in good hands. Together we will look at your financial wellbeing, your complete financial situation from discussing your goals and ambitions to working out a plan for how to achieve them. It could cover savings and investments, retirement planning, life protection, inheritance tax planning, pension planning, tax efficient savings, and business financial planning. I started Rockwood Financial Solutions with a desire to deliver sound financial advice in a simple, down to earth and caring manner. I think we have achieved that. As the Rockwood Family Tree has grown, we have helped over 500 customers, many who have been with us since the beginning, to achieve their financial aims, set their financial path and work out how their financial tree can grow. If you need help with financial planning, retirement options, investment planning, pension consolidation or securing your family’s financial future then please get in touch. I can help you create a financial plan that can adapt to the changing seasons and stand strong for years to come. At Rockwood, it is all about empowering your happiness through effective financial planning.