Your finances shape your future — make sure they’re working for you.
At Wellrock Financial Planning, we help individuals, couples, families, and business owners take control of their financial journey with advice that’s clear, personal, and built around real-life goals.
Based in Tunbridge Wells near the historic High Rocks, our name reflects what we stand for: strength, stability, and lifelong support.
Serving clients across Kent, London, and the UK, we offer expert advice backed by the reassurance of the St. James’s Place Partnership. Whether you’re starting out, facing change, or planning ahead, we guide you to make confident, informed choices.
Unchecked plans can lead to missed opportunities. We help you stay ahead of change, avoid mistakes, and feel in control of your future.
With a background in finance, planning, and client care, we bring experience and a genuine commitment to helping people make better financial decisions — in plain English, without pressure or jargon.
We can help with:
• Financial planning tailored to your goals
• Investment advice and portfolio management
• Life, income, and business protection
• Mortgage and property finance
• Retirement and pension planning
• Inheritance tax and estate planning
• Ongoing reviews and support
You’ve worked hard for what you have — now let it work for you. Small gaps become big problems if left unchecked.
At Wellrock, we help you make smarter financial choices — with clarity, care, and commitment.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of your investment can go down as well as up. You could get back less than you invested.
Wellrock Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title ‘Partner’ is a marketing term used to describe St. James's Place representatives.
SJP Approved 08/04/2025
Company Details
- Employees
- 1
- Founded
- -
- Address
- 97 Summervale Road, Tunbridge Wells,england Tn4 8jh,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wellrock.uk
- Keywords
- Tunbridge Wells.
- HQ
- Tunbridge Wells, England
Wellrock Financial Planning Questions
Wellrock Financial Planning's website is http://www.wellrock.uk
Wellrock Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/wellrock-financial-planning
Wellrock Financial Planning has
1 employees.
View email and phone details for 1
employees at Wellrock Financial Planning.
Wellrock Financial Planning's industry is
Financial Services
Wellrock Financial Planning's top competitors are
Revolut,
Invicti,
Mattioli Woods,
Pellegrini S.p.a.,
Chebanca! S.p.a - Gruppo Mediobanca,
Backhouse Independent Financial Services,
Origo,
European Committee Of The Regions.
Wellrock Financial Planning's categories are Financial Services
Wellrock Financial Planning's founding year is 2025
