Cheltenham-headquartered RockWealth has launched two operations in Leamington Spa, Warwickshire and Brighton, East Sussex.
The comes after RockWealth Norwich was opened last year.
Owen Williams, who will run RockWealth Leamington, joins from Beaufort Wealth Management, while Steven Williams will run RockWealth Brighton and joined from Progeny.
“We’re really proud to be rolling out our distinctive value proposition across the UK,” said Tim Horrocks, RockWealth managing partner. “RockWealth is probably best known as a pioneer of evidence-based investing. But that’s just one of the ways we’re improving client outcomes.
“Everything we do is founded on what’s best for our clients. That includes offering them fixed fees instead of percentage fees, an insistence on absolute transparency, and our emphasis on holistic financial life planning.
“The financial advice sector is ripe for constructive reform, and we intend to be at the forefront of positive change.”
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In addition to Leamington and Brighton, RockWealth also hopes to unveil another two operations in Cheshire and in Cardiff in the “next few weeks”
Horrocks added: “What we’re offering is really a chord with people.They greatly value the peace of mind that good financial planning provides. But they don’t want to overpay for it.
“Percentage fees discriminate against those with larger portfolios and, compounded over time, those fees extract a great deal of value. RockWealth is truly pioneering. More and more firms will copy what we’re doing in the future.”
