Rockbridge Financial Solutions

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. 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’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.