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Founded in Cheltenham in 2014 by Tim Horrocks, rockwealth is a Gloucestershire-built business success story – having grown into a national group with 20 offices, including the launch of its new rockwealth Cotswolds office in Cirencester in March 2026, as well as a new Glasgow location due to open in September 2026.

rockwealth's Cheltenham headquarters has also expanded to a team of nine people in recent months, which Tim said was in response to client demand.

‘rockwealth advises on around £1 billion of client assets, and at least a third of that is managed from Cheltenham,’ he said. ‘That’s a responsibility we don’t take lightly. We’re talking about life-affirming decisions for our clients: the ability to travel, to gift money to children or to retire with the confidence that they can afford to. 

'As demand for our services grows, we are growing our headquarters team to nine people to ensure every client receives the personalised financial planning they value us for.’

The latest appointments in Cheltenham include Kirsty Wake, who joins to lead rockwealth’s paraplanning team supporting offices nationwide, alongside Jordan Kontarines, appointed head of advisory growth to help develop the firm’s national operations.

Tim went on to say that the company’s national growth has been built on the foundations established in Gloucestershire.

‘rockwealth has grown because we created a clear philosophy centred on client outcomes,’ he explained. ‘Experienced advisers across the profession have recognised that their own principles are reflected in what we stand for. We’ve partnered with them to help them establish firms that follow the same approach.’

As well as being a highly visible brand, rockwealth has built its reputation on fixed-fee financial planning and evidence-based investing, challenging more traditional wealth management models by rejecting expensive active fund management strategies.

The firm’s approach comes from decades of academic research which it says shows that low-cost, diversified portfolios consistently outperform actively managed funds over the long term.

‘No one has a crystal ball,’ Tim said. ‘Even if we knew what tomorrow’s news holds, we still wouldn’t know how markets will react to it. It’s frankly a waste of money paying for crystal balls that people don’t possess.’

Looking ahead, Tim revealed the business is targeting between 30 and 50 offices across the UK within the next five years, as it continues scaling its Cheltenham-founded model nationwide.

‘What we’re doing is designed around clients, not products,’ Tim added. ‘When you remove the conflicts of interest that exist in traditional wealth management, you end up with something people actually want.’

‘We have been disruptive in the profession. People have recognised that what we’re doing is designed to give clients a better outcome – and that’s really powered our growth.’

To find out more about rockwealth, visit .