Rockbridge Financial Solutions

Rockbridge Financial Solutions - Helping You Protect and Grow Your Wealth Rockbridge Financial Solutions is an Independent Financial Advisory business based at 1 Cornhill in the City of London. Our primary focus is the preservation and accumulation of wealth for discerning private investors, corporate clients and fiduciaries throughout the UK and our range of services covers all aspects of pensions, investments and insurance business. We take time to understand your needs and objectives and create dynamic investment strategies which are aligned to your personal objectives. Our philosophy is to build long term relationships, based on trust, integrity, mutual respect and excellent service. We’re passionate about safeguarding our clients’ financial interests so we believe it is important to ensure that financial plans are reviewed with you on a regular basis. Our business model is centred on highly structured technology-based processes which enables us to deliver a highly streamlined cost-efficient service proposition for all our clients. We bring together a wealth of experience and technical expertise across a spectrum of areas including: • Financial Protection • Investment Planning and Regular Savings • Retirement Planning • Advice at Retirement • Ongoing Service Rockbridge Financial Solutions Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Rockbridge Financial Solutions Ltd is entered on the FCA register (www.fca.org.uk ) under no. 994497. Registered office: Camburgh House, 27 New Dover Road, Canterbury, Kent, CT1 3DN. Registered in England and Wales Number: 14340355.