Independent Financial Adviser network RockWealth opened an office in Aberdeen on 01 March 2022, the firms first in Scotland. In addition to its Cheltenham HQ RockWealth has offices in Norwich, Leamington Spa, Brighton, Cardiff and Knutsford.
The Aberdeen office will be led by the director of RockWealth Aberdeen and Chartered Financial Planner Lloyd Davies.
Lloyd left Central Investment Services after the firm was recently acquired by Ascot Lloyd. Since being encouraged to enter financial services after his graduation in 2004 Lloyd hasn’t looked back. Gaining further qualifications and experience across the last eighteen years including spells with Nationwide Building Society then HSBC before joining Central Investment Services in 2013.
Tim Horrocks, founder, and managing partner at RockWealth said “It’s great to expand our reach across the UK and we’re really excited to have Lloyd, who is an excellent adviser, to be part of our team. We’re looking forward to being part of the financial services sector in Scotland.
“We want really good people representing the RockWealth story. It’s not geographies we are looking for, it is the right people. Hopefully, we can find similar kind of people to Lloyd and others that have opened offices already.
“We’re not looking for massive exponential growth, we are looking at slow steady organic growth and it is really about the right people joining us. We’re not tied to any particular numbers, but we are certainly open to helping others start-up businesses.”
RockWealth Aberdeen will be based Neo House, Riverside Drive, Aberdeen.
