MORTGAGES, INVESTMENTS, PENSIONS & PROTECTION
- We help our clients navigate the landscape of mortgages, pensions, protection and investment planning
- At Rockstone we’re in it for the long haul, so think of us as your partners in financial planning.
- We take time to listen and assess, before hand-picking the most suitable mortgage product or future investment plan to suit your needs
Get in touch for a no-obligation chat about how we might be able to help you.
HERE'S HOW WE CAN ASSIST YOU
WHAT DOES A MORTGAGE BROKER DO?
Ultimately we are marrying our clients’ wants, needs and circumstances with the marketplace, to find the most suitable mortgage deal.
We spend time getting to know our clients, to understand what’s important to them. Mortgages historically used to be quite one-dimensional and perhaps more rigid, whereas there’s a lot of innovation in the market now.
People’s priorities are slightly broader than just getting the best rate. By taking time to get to know our clients we can go into the marketplace and find them the most suitable deal.
OUR MISSION IS TO PLACE THE CLIENT AT THE CORE OF EVERYTHING WE DO
We will want to take the time to learn about you, understanding your personal circumstances and overall financial position.
WITH TOMORROW IN MIND
We make it our business to get to know every one of our clients, quickly getting to grips with what they need to achieve.
Our interest is in building long term partnerships, so we can offer the most appropriate financial planning advice to suit them in the long run.
WHAT DOES A FINANCIAL ADVISER DO?
Guy explains the role of a financial advisor.
Quite a lot, I think. We start by getting to know our clients to understand their objectives and what’s important to them. We tend to start at the end, to explore what the end goal is for you in seeking advice, and then we work back from that.
Obviously, we use some pretty deep understanding of the UK market and the products available to investors.
We talk a lot about risk, so we look at people’s comfort levels around investment strategy. Before we build a strategy, we research across the market around different investment types or styles. It could also be around different tax wrappers.
We’ll discount the alternatives that we don’t think are suitable, then we’ll give advice and make a recommendation for what we think is the most appropriate solution. Finally, and this is a big part of it, we look at building long-term relationships and offering an ongoing service.
We’ll work with you on an ongoing basis because, of course, people’s needs, wants, and desires change over the course of time.
